Blog Posts

Tax season is upon us, the time when we reconcile our dues with Uncle Sam. However, it's also a period when some unscrupulous individuals exploit this necessity, conducting scams to defraud unsuspecting taxpayers.

By John C. Fales

As graduation is often a fresh start into a new era of your life, it is also a critical time to establish a strong financial foundation for your future. The financial decisions you make during this time can have a huge impact on your life for many years to come.

Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching retirement age, it is crucial to consider various tips and strategies to ensure a smooth and fulfilling transition. An elegant pivot from work life to a life of one's own requires careful consideration. A woman retiring at 65 may live another two decades or more. That's not only a long time to finance, it's also a long time to figure out how to fill your life with meaningful activities.

By Marc C. Shaffer

Embarking on a journey of self-improvement and goal setting can often feel like navigating a maze without a map. However, with the guidance of Jon Acuff's insightful book, "All It Takes is a Goal," readers are equipped with a compass to steer through the complexities of personal development and achieve their aspirations. My Group Coaching and Accountability Class studied this book and its impact resonated deeply with our members and helped us each define a better path toward our goals.

There are important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy that we are discussing with clients. This flowchart addresses some of the major decision points to help guide your questions and thoughts. This flowchart covers: