Roth Conversions = Smart Tax Planning, Ep #32

You can’t control health insurance premiums going up. You can’t control rising prescription costs. But you can control your tax planning. As the old saying goes, “You have to make hay while the sun is shining.” We are still under the 2017 Tax Cuts and Jobs Act. Until...

When Should You Claim Your Social Security Benefits? Ep #31 

Did you know that you can be eligible to collect social security benefits as young as 62? While the prospect may be exciting, the bigger question is: Should you? The answer is different for everyone and based on many factors. Are you married? What’s your health like?...

Why Legacy Planning is So Important, Ep #29 

How do you want to be remembered when you’re gone? Who do you want to bless financially? What organization or individuals are important to you? Legacy planning is the missing piece in retirement plans—and can be a difficult conversation to have. But it’s a...