Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 511 published articles
Learn how to optimize your retirement planning by utilizing essential financial tools. Discover strategies for leveraging a COLA-adjusted pension, navigating 403(b) withdrawals while contributing to a Roth IRA, and minimizing taxes. Explore rolling I bonds into…
Read more →Navigate market uncertainty with confidence. Break down the latest correction, why investors may be shifting assets, and whether history suggests recovery or deeper trouble. Uncover the real impact of inflation, tariffs, and economic policy shifts while…
Read more →Dive into the six biggest mistakes early retirees often make—and how to avoid them. Are you financially prepared to retire sooner than 67? See why a phased retirement strategy can be a game-changer, learn how to…
Read more →Can smart real estate investing and the FIRE movement transform your financial future? Uncover the powerful "live-in flip" strategy that sometimes allows homeowners to renovate, sell, and pocket massive tax-free profits—all while living in the home.…
Read more →Break down the five financial habits of the happiest retirees—including how much money you really need, the power of multiple income streams, and why paying off your mortgage faster might boost happiness. Learn how rational optimism…
Read more →Discover how to maximize your Roth IRA, balance pension income, and use the 4% rule of thumb to determine if you’re truly ready to retire. Learn why asset allocation is critical, when to consider shifting from…
Read more →Tackle the million-dollar retirement question: How much is enough? Use Wes’s "Fill the Gap" (FTG) method to simplify retirement math—subtract guaranteed income like Social Security from your monthly spending goal and multiply the shortfall by 25…
Read more →Cut through the media noise. Debunk Robert Kiyosaki's latest market crash warning. Ease financial and geopolitical anxiety with facts: GDP is growing over 2%, inflation is cooling, and the labor market has snapped back to a…
Read more →Probe America’s "mini-millionaires"—how they earn, invest, and build wealth through hard work, not luck. Dive into the potential for owning stocks and buying a home with a focus on financial independence, not flash. Wes and Christa…
Read more →Dive into the latest financial headlines, examine the impact of modern work-from-home trends, and explore the three most compelling economic charts of the moment. Analyze inflation as it edges up around 3%, raising questions about the…
Read more →This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
