facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause
%POST_TITLE% Thumbnail

7 Considerations for Doing Roth Conversions in a Down Stock Market

One of the accepted facts in the world of investments is this: When the stock market goes down, Roth conversions start looking more attractive to investors. Since the coronavirus ended a decade-plus bull market earlier this year, that point seems to be more amplified. This article aims to help explain the benefits of doing a Roth conversion in a down market, as well as outline 7 things you should consider when doing so, especially for the first time.

Retirement Planning Roth Conversions
%POST_TITLE% Thumbnail

Five Things Your Financial Advisor Should Be Doing to Add Value During the Coronavirus Pandemic

Of all the articles I have read, not one of them was written from a client’s perspective. After all, every truthful adviser will agree that it is times like these where financial advisers should be adding the most value to their clients—wouldn’t be useful to try and capture the client’s perspective in this? So, here is a list of ways your financial adviser should be earning their keep—written from what I believe to be the client’s perspective.

Estate Planning Investment Planning Social Security Tax Planning Insurance Planning Retirement Planning
%POST_TITLE% Thumbnail

How Might the CARES Act Impact Your IRMAA?

If you’re currently on Medicare, and paying IRMAA surcharges, you might be wondering what impact the recently passed Coronavirus Aid, Relief, and Economic Security (CARES) Act might have on your IRMAA surcharges. The short answer is that there does not appear to be anything in the Act that directly impacts your IRMAA for 2020. The longer answer, however, is that there still might be something you can do to lower or eliminate your IRMAA for 2020 or in the future.

Estate Planning Investment Planning Social Security Insurance Planning Retirement Planning
Schedule an Initial Call