As the calendar turns to a new year, January brings a renewed focus on health, including financial wellness. Declared Financial Wellness Month, January is a reminder to take stock of your financial health and implement strategies to achieve long-term security. Whether...
As retirees plan their financial futures, many seek ways to maximize their resources while giving back to the causes they care about. One powerful tool that combines tax efficiency with charitable generosity is the Qualified Charitable Distribution (QCD), often linked...
As the year winds down, it’s time to think about your financial “housekeeping” tasks—especially tax planning. A popular, strategic approach is the Roth conversion, which allows you to convert some or all of your traditional IRA funds into a Roth IRA. A Roth conversion...
October is not only the season of changing leaves and cooler weather; it’s also Financial Planning Month, a perfect time to take a closer look at your overall financial health. Medicare deserves special attention in October, especially since it coincides with...
September marks Life Insurance Awareness Month, a perfect time to reflect on life insurance’s role in financial planning. While many people associate life insurance with a safety net for loved ones after death, it’s also a versatile tool that offers a variety of...
