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Ever wished that all of the important financial, tax and retirement guidelines were in one handy document? Read more »

 

When stocks struggle or tread water, going Roth gains merit.


Converting a traditional IRA to a Roth IRA is no easy decision. After all, it is a taxable event. When the stock market is down or sluggish, however, a Roth conversion has more appeal. Read more »

Retirement Roth Conversion

 

What steps might help you sustain and grow your retirement savings?


“What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers. Retirees and pre-retirees alike share this anxiety. In a 2014 Wells Fargo/Gallup survey of more than 1,000 investors, 46% of respondents cited that very fear; 42% of the respondents to that poll were making $90,000 a year or more. Read more »

retirement

 

GCSB Investment Center and Kristen Crouthamel were featured in a three-part interview series for "Financial Literacy Month" on Raccoon Valley Radio. During the interviews, Kristen discussed smart strategies for saving money, retirement planning and budgeting. If you didn't have a chance to listen in, the links are below. For more information on any of these topics, please contact Kristen at kcrouthamel@ibasecurities.com Read more »

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