Blog
Should You Consider a Roth Conversion Before Retirement?
A Roth conversion before retirement may improve flexibility later. Learn how widowhood, RMDs, IRMAA, ACA costs, and heirs can shape ...
How Oil Prices Affect the Economy, and What Investors Should Do About It
Oil shocks can affect inflation, growth, and investor sentiment. Learn how oil prices affect the economy, and why long-term discipline ...
This Too Shall Pass Again: A Long-Term Perspective on Market Volatility
Market volatility can feel unsettling, but short-term market moves rarely change a sound long-term plan. Here is how to keep ...
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Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work