Considering a Roth Conversion?
financial analysis concept What is a Roth Conversion? Roth conversions are a way of transferring funds from a retirement ...
Feeling insecure about the SECURE Act? Here’s what you need to know
What is the SECURE Act? The SECURE Act was put into action on January 1st, 2020. SECURE stands for ‘Setting ...
New job? Bring your coffee mug and your 401(k)
Your 401(k) is probably a big chunk of your retirement savings, so it’s important to weigh all your options and ...
Our observation: Going gracefully into retirement depends on your generation
Being fee-only financial planners, we at Financial Strategies Inc act in your best interests by removing the incentive of commissions ...
Saving for retirement when you’re in your 60s
Whether you’re looking forward to your last day of work or absolutely love what you do and aren’t in any ...
Saving for retirement when you’re in your 40s
According to the Transamerica Center for Retirement Studies, only 1 in 10 people in their 40s are “very” confident that ...
Saving for retirement when you’re in your 50s
Your 50s is the time to think seriously about retirement planning. You’ve reached (or are close to reaching) your peak ...
Saving for College vs. Saving for Retirement – What’s right for me?
Balancing saving for college with retirement savings is often a big concern for parents. According to a T.Rowe Price survey, ...
First You Get Bored, Then You Become… Boring?
The idea of not working is hard to think about. Since the age of five, or even earlier, we have ...
Sleep Well
Sometimes it is hard to watch what is going on in the market. This is one of those times. It ...