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Apr 15, 2021

On this episode of My Smart Retirement, Nancy Fleming explains what a Roth IRA conversion is and whether it may be right for you.

Some employers are offering Roth options as part of their 401k options, so some people already have a Roth. One thing to keep in mind is taxes. You need to think strategically about...


Apr 8, 2021

Have you ever regretted something you’ve done in your life? We’re all human, and that means we’ve likely wished things would have been done differently at one time or another.

Today, we thought we’d talk about financial statements people would regret. Thankfully, these are things you won’t hear around our...


Apr 1, 2021

We’re right in the heart of tax season and since it’s top of mind, let’s talk about some of the most common tax obligations you’ll have from investing.

There are many different ways that the IRS will take a cut of your income, but that doesn’t mean investing shouldn’t be a key piece of your planning. The key...


Mar 25, 2021

Where should you invest your money? That’s question is usually near the top of any person’s list when they sit down with an advisor.

 

The answer, as you might imagine, isn’t straight-forward. At least it shouldn’t be if you’re building a plan that’s tailored to your retirement goals. Every investment...


Mar 18, 2021

If you talk to anyone working in the financial planning business, they’ll tell you that healthcare costs are one of the most significant you’ll face in retirement. Not only are these costs rising every year, but many people just are doing the proper planning for what could be a major expense down the road.

Once it...