Want to do a Roth IRA conversion but avoid the penalties? Follow these simple rules and you won’t pay a10% penalty on distributions from a Roth conversion.Read More
Author: Greg Phelps, CFP®, CLU®, AIF®, AAMS®
This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.Read More
Are you worried about the Coronavirus and your financial and retirement planning? YOU’RE NOT ALONE! Should you buy more stock . . . or stay to the sidelines? I discuss Coronavirus and your money in this webinar.Read More
Are financial advisors worth it? Maybe . . . maybe not!
To know if a financial advisor is worth it you need to first understand if you can do it yourself, then assess the fees your financial advisor will charge and finally the value that your financial advisor can add.Read More