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Two Things Stopping Your Successful Retirement
I’m fortunate to have been able to talk to hundreds of people in their fifties and sixties about their plans for retirement. And I recognize that there are two things a lot of people have in...
Our Blog
A Conversation About Converting $160,000 to Roth With No Additional Tax
by Dave Zoller, CFP® | Dec 28, 2021
Dave: I’m here with my business partner, Tim, today. He recently helped a client convert $160,000 to Roth and pay no additional tax. So, we wanted to share this story with you because I know...
A Conversation About Converting $160,000 to Roth With No Additional Tax
by Dave Zoller, CFP® | Dec 28, 2021
DAVE:
I’m here with my business partner, Tim, today and he recently helped a client convert $160,000 to Roth and pay no additional tax. So, we wanted to share this story with you because I know...
How Much Will Social Security Increase in 2022?
by Dave Zoller, CFP® | Nov 20, 2021
What can you expect with the Social Security Cost of Living Adjustment (COLA) for 2022?
Over the last 10 years, the average cost of living increase in social security has been 1.65 percent. The...
Early Retirees: Three Ways to Possibly Reduce Healthcare Costs
by Dave Zoller, CFP® | Nov 8, 2021
We help quite a few people retire before the age of 65 and many times health insurance costs are one of their biggest concerns. And rightfully so because you and I can imagine how pricey it...