Our Blog

I’m Five Years From Retirement. What Financial Decisions Should I Be Thinking About? The years leading up to retirement can involve decisions about your retirement date, income, investments, Social Security, Medicare, taxes, debt, estate planning, and how much you actually want to spend. And many of those decisions can affect one another.

Your Financial Plan May Need to Move With You. Moving to The Villages can be about much more than changing your address. For many people, it marks the beginning of an entirely new chapter—retirement, new routines, new friendships, and a different way of thinking about how you want to spend your time. Does your financial plan still fit your life now that you live in Florida?

A Roth conversion isn’t inherently “good” or “bad.” Like many important financial planning decisions, whether it makes sense could depend on your personal circumstances. One of the most common questions we hear is: “Should we convert our IRA to a Roth?”