Archive for June 2018

Retirement Investing & Roth Conversions

Retirement planning looks much different than it did a century ago. With lifespans and retirements lasting longer, it’s not just about planning for a financial future; we must also create a post-career strategy that takes into account emotional, intellectual and quality of life challenges during later years. After all, we don’t just stop enjoying life…

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What Higher Interest Rates Could Mean for You

Unemployment is at its lowest level in years.1 Many Americans are seeing a bump in their paychecks due to the new tax law, and the stock market is remaining resilient in the bullish market. What could go wrong? Inflation, for one, which is why the Federal Reserve has been raising interest rates. As part of its…

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