News Topic

Services – IRA Calculator

ON THE AIR – ROTH Conversion – Is it right for you?

On this week’s show (Jan 3rd, 2010) we discussed this very important financial planning topic.  It can get confusing, so for EVERYONE considering this as an option, check out this IRA to ROTH conversion tool from Charles Schwab. 

Ready when you are

Build your customized strategy with our team.

Start with a conversation about your goals, questions, and how a holistic plan could simplify your financial life.

Schedule an intro call

Continue reading

View all articles
boat building in retirement
Blog

Client Spotlight: Retirement Boat Building

September 14, 2026
4% rule of thumb
Blog

4% Rule for Retirement Withdrawals: A Complete Guide

September 9, 2026
Retire Sooner Method
Blog

The Retire Sooner Method: 5 Steps Toward a Happier, More Confident Retirement

August 27, 2026
why is happiness important in retirement
Blog

Why Is Happiness Important in Retirement? 5 Research-Backed Secrets

August 20, 2026