Now is the prime time to start thinking about optimizing your Roth conversions, RMDs, capital gains, Medicare premiums and charitable giving before the end of the year.
Looking to boost your home's value without breaking the bank? Learn practical, budget-friendly home improvement strategies that can transform your home and increase its market value.
With the rising costs of living and social security benefits, retirement plans often do not provide enough income to live on. Fortunately, there are many ways you can boost your budget.
Retirement planning must take into account life expectancy, which can have a greater impact on the longevity of retirement savings than even record high inflation.
Longevity literacy is important for older adults to have a good understanding of the factors that affect how long they may live and to make informed decisions about their retirement planning.
Philip spent his career in the insurance field, primarily in various aspects of Claim management. Responsibilities included leading training sessions for new and veteran team members. This led him to discover how much he enjoys helping others expand their knowledge base. His life-long appreciation for business and numbers combined with his warm, friendly approach are valuable assets when communicating financial details