10 Steps to Maximize your Employee Benefits

Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits your employer offers. Are you taking full advantage of the…

Should I Make a Roth IRA Conversion?

If you asked this question, you’re really wondering if a Roth IRA Conversion will save you more in taxes? Mechanically, this strategy involves converting savings from pretax retirement accounts, such as 401ks and Traditional IRAs, to a tax-free Roth IRA….

Am I Going to Have to Pay More for Medicare?

Healthcare costs in retirement can make up a significant portion of a retiree’s budget. Fortunately, most individuals age 65 and above qualify for Medicare, which can aid in providing stability in your health insurance coverage and expected out of pocket…

Crystal Balls and CAPE

When it comes to maintaining a globally diversified equity portfolio, relative stock market valuations should be considered when determining which areas of the market are best positioned to outperform. As noted in ‘Why have US stocks performed so well?’ and…