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Author: Jonathan

Thinking About Leaving an Inheritance to a Minor?

Posted on March 10, 2023March 10, 2023 by Jonathan

Leaving an inheritance to a minor is not as easy as writing a name down on a form. Here’s what you need to think about if that is part of your future plans.

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Can You Accurately Calculate How Much You’ll Need for Retirement?

Posted on March 6, 2023March 6, 2023 by Jonathan

The traditional numbers for retirement saving may be changing and you need to think about how that impacts you.

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Social Security and Retirement of the Future

Posted on February 20, 2023February 20, 2023 by Jonathan

What role does Social Security play in your retirement planning?

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Roth Conversions: Fun at Any Age

Posted on February 13, 2023February 13, 2023 by Jonathan

You can convert money into a Roth IRA at any age. Here’s what to keep in mind when deciding to do so.

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A Reminder to Diversify Your Portfolio

Posted on February 6, 2023February 6, 2023 by Jonathan

The debt limit discussions a few weeks ago serve as a good reminder to diversify your portfolio and investments.

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New Year, Same Goals?

Posted on January 31, 2023January 31, 2023 by Jonathan

Now is a good time to make sure all your financial goals are set and your beneficiary info is updated.

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Are You Ready for These 2023 Retirement Plan Changes?

Posted on January 27, 2023January 26, 2023 by Jonathan

SECURE 2.0 legislation has passed and been signed into law. Do you know what the key changes include?

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Make an Excess 2021 Contribution?

Posted on October 11, 2022October 11, 2022 by Jonathan

If you made an excess contribution last year, you still have time to correct it and avoid a penalty. Here’s what to do.

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Thinking of Downsizing in Retirement?

Posted on September 21, 2022September 21, 2022 by Jonathan

There’s a lot to think about when downsizing. Make sure you’ve done your research so that your downsizing goes smoothly and doesn’t become costly.

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Thinking About Stocks Held in Traditional IRAs

Posted on September 13, 2022September 13, 2022 by Jonathan

Some things you might want to think about if you plan on using stocks to fund your RMDs.

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