There are a lot of 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 for many. This flowchart covers: Changes in...
By Marc Shaffer Newhouse Shelter is more than just a safe haven – it's a transformative ecosystem of hope and healing for survivors of domestic violence. Their mission is to shatter the barriers that feed the cycle of abuse while partnering with survivors to achieve...
By Marc Shaffer "Die With Zero" by Bill Perkins offers a refreshing counterpoint to traditional personal finance advice. Rather than focusing on maximum wealth accumulation, Perkins presents a philosophy centered on using money as a tool to create meaningful life...
As the end of the year approaches, we want to help you spot time-sensitive planning opportunities. Perhaps you… Are considering making year-end gifts to charitable organizations or family members and need to determine your optimal funding strategy; Are looking to...
By Marc C. Shaffer As financial advisors, one of the most common concerns we hear from clients is about the future of Social Security. Many ask how confident we are that their benefits will be available when it's their turn to file a claim. Some are so worried about...
What is the purpose of estate management? Estate management is about preserving the assets you’ve spent a lifetime building. It’s about protecting your spouse, children, or other heirs and ensuring that your assets are distributed how and when you want them to be....
"You will be the same person in five years as you are today except for the people you meet and the books you read." — Charlie "Tremendous" Jones Books are more than just pages bound together—they're gateways to new perspectives, skills, and possibilities. Each book on...
By Brenda Carrico It's said that the average person has around 60,000 to 80,000 thoughts per day, and research suggests that a significant portion of those thoughts—up to 80%—can be negative. That means we could potentially have tens of thousands of negative thoughts...
By Marc Shaffer My Journey with Pathway to Mastery® Beyond Professional Training to Meaningful Connections As a financial planner who has taken the Pathway to Mastery® course, I've discovered that this program is far more than just training. It is a transformative...
By Marc Shaffer The journey of leadership is one of continuous growth and learning, and I'm excited to share my enriching experience from this year's LEADERs Institute through Catalyst Development. This comprehensive leadership development program has not only...
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