Roth conversions are a hot topic these days. Is it a good idea to convert IRAs to Roth IRAs? If so, when and how much?
Investments
Inflation is up, but my TIPS are down. What’s going on?
Learn how TIPS keep pace with inflation and how you can interpret your returns.
Putting Your Money to Work
The idea of “putting your money to work” is appealing, but what does that really mean? Let’s rethink and discuss the risks that come with it.
Single Premium Immediate Annuities (Part 2): Who Benefits Most from a SPIA?
A SPIA is one of the simplest and most effective ways to secure a reliable stream of income in retirement, but it’s not one-size-fits-all.
Single Premium Immediate Annuities (Part 1)
A Single Premium Immediate Annuity (SPIA) is a plain but powerful way to ensure predictable lifetime income.
Investing in the Trump Era
Now that the new administration has begun, what impact will the Trump era have on the market and investment returns?
Annuities: Confusing and Scary, or Good Investments?
Annuities can be confusing and therefore, scary. They can also be valuable opportunities for the right investor.
