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Why You Should Consider ROTH Conversions During a Bear Market

Oct 20, 2020

The benefits of ROTH conversions are not just effective during a severe bear market but can be utilized nearly every year.

Wellness as a Financial Strategy

Sep 15, 2020

Taking control of your physical and mental health can help reduce your healthcare costs over the long-term, allowing you to use your retirement savings on other things you value.

The SECURE Act: Important Estate Planning Considerations

Jul 28, 2020

I set up a trust to protect this money for my children after I pass. What impact will the SECURE Act have on this?

I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?

Mar 24, 2020

In my estate plan, I’m planning to leave some of my assets to charity. What should I be mindful of with the passage of the SECURE Act?

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What Women Need to Know About Working With Financial Advisors | Tip #2

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.