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John Posey

Do You Need Life Insurance In Retirement? Pay Attention to These Two Things.

Ever wondered if you should have life insurance throughout retirement? Consider these two things.

By John Posey, 3 years ago October 24, 2025

Are We in a Recession?

Depends on who you ask – Here’s some perspective from Brian Westbury.

By John Posey, 3 years ago October 24, 2025

Series I Savings Bonds

It’s a good time to consider this savings option.

By John Posey, 3 years ago October 24, 2025

It’s Roth IRA Conversion Season

Should you be thinking about a Roth conversion? Read more to find out.

By John Posey, 3 years ago October 24, 2025

Investing and Fighting Inflation

“We can always make a risk ever smaller. But the cost is that we will increase other risks. Please don’t avoid appropriate caution…” – Seth Godin

By John Posey, 4 years ago October 24, 2025

Tax Planning vs Tax Preparation

Yes, there is a difference between tax preparation and tax planning and it’s noteworthy.

By John Posey, 4 years ago October 24, 2025

Guiding Principles to Sustainable Investing

3 core principles for sustainable investing success.

By John Posey, 4 years ago October 24, 2025

Four Benefits of Roth Conversions In or Near Retirement

Here are 4 noteworthy benefits of Roth conversions for retirees.

By John Posey, 4 years ago October 24, 2025

Hindsight Financial

Reminding you that I always know how you should have invested.

By John Posey, 4 years ago October 24, 2025

Ten Global Trends to Improve Your Mood

Rational optimism is good for your financial health.

By John Posey, 4 years ago October 24, 2025

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