Client Spotlight: A Happy Retiree Couple’s Journey Along The Appalachian Trail

My job is to help folks find a path to happiness in retirement. Time, experience, and curiosity have accumulated into knowledge that I try to impart to my firm’s financial clients, radio and podcast listeners, and readers. One of my rewards is hearing the stories told by the people who take this advice to the next level.

Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.