Jul 29, 2021
- How much influence does the President have over the market?
- Taxes – Past rates, compared to rates today
- How do you plan for future volatility?
Jul 23, 2021
- The “why” behind a Roth conversions
- The rules and limits to Roth accounts
- Why tax-free is always better than tax-deferred
Jul 14, 2021
- Retirement planning yesterday and retirement planning today
- Timing your retirement
- Making sure you have the overlooked pieces of retirement covered
Jul 8, 2021
- How life expectancy and loved ones impact this decision
- Understanding your entire retirement income scenario
- How taxes play their role
Jul 1, 2021
- Hiring an advisor who is not a fiduciary
- Choosing an advisor with the wrong specialty
- And much more!