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Plan to create a pool of healthcare dollars that you can use when the time comes.

How will you pay for long-term care? At the moment, you may not be able to answer that question – but long-term care insurance can provide an answer for you. Read more »

 

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

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