Insights
Articles reflecting our low-cost, stay-the-course philosophy, written for people making a decision rather than browsing.
Sep 7, 2022
As a couple approaches retirement, one goal should be to implement a tax optimization strategy to help ensure your portfolio reaches its maximum potential and, hopefully, leave something behind for your beneficiaries. One great strategy is to convert your current 401(K) or IRA to a Roth 401(K) or Roth IRA. If you’re unsure of what […]
Read articleAug 22, 2022
If you’re looking for a great place to retire, Sarasota may have come across your Google searches. That’s because US News has rated Sarasota the nation’s best city for retirement two years in a row! But people aren’t retiring here solely for the great beaches and temperate weather – not that those factors don’t play […]
Read articleAug 20, 2022
While still in your working years, you dream of a relaxing retirement someday. It may seem a long way off, but as someday gets closer, reality starts to creep in and questions come up in your head. Can you afford to stop working? Did you save enough for retirement? And many more… Millions of people […]
Read articleAug 11, 2022
According to a 2021 study by the National Association of Plan Advisors (NAPA), only 30 percent of consumers have a paid financial advisor. Of those that do, however, 95 percent say they believe it is worth the cost.¹ So, what keeps 70% of consumers from utilizing a financial advisor? According to the NAPA study and […]
Read articleAug 1, 2022
Many top government officials and politicians see a great need for a nationally-mandated retirement plan due to Americans’ worsening ability to save and invest for retirement. A recently-introduced, bi-partisan bill would see a government-backed and -mandated Starter 401(K) introduced to small businesses around the country, following in the footsteps of many states that have already […]
Read articleAt some point the questions become specific to your situation. That is a conversation, and the first one is free.
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