529 Plan to Roth IRA Transfers
Here’s a quick overview of this new opportunity starting in 2024.
Is it Time to Sell Your I-Bonds?
Probably, yes.
The Case Against Intuition
“Want to invest successfully? Quit trying to make sense of it.” – Jeffrey Ptak
Thoughts On Market Timing
Simply don’t do it.
Thoughts on Artificial Intelligence
Is AI poised to be the next hot tech trend to spark mass investor mania?
The Timing Conundrum
Worried about investing at a poor time? Compounding and time are saviors for long-term investors.
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.
Are We in a Recession?
Depends on who you ask – Here’s some perspective from Brian Westbury.
Series I Savings Bonds
It’s a good time to consider this savings option.
It’s Roth IRA Conversion Season
Should you be thinking about a Roth conversion? Read more to find out.