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For baby boomers entering or already in retirement, financial decisions have never been more complex—or more consequential. You’ve worked a lifetime to build your wealth, and the stakes are high: protecting your savings, generating reliable income, managing taxes, and leaving a meaningful legacy. The challenge isn’t just growing assets—it’s using them wisely, sustainably, and...
The Federal Reserve cut the Fed Funds rate by 0.25% this week, with more reductions likely ahead. As inflation cools and employment weakens, bond yields are already dropping. This is a problem for retirees: many bonds are callable, meaning issuers redeem them early and reissue at lower rates. Investors who held 5.5% and 5% bonds are seeing them called and replaced with yields...
For investors over age 60 who have significant assets in Traditional IRAs or 401(k) accounts, Roth conversions after 60 can be one of the most powerful financial planning strategies. Conversions are often a multi-year process and can yield significant benefits in terms of taxes, RMDs, and estate planning. Each year that you skip a Roth conversion may be a los...
If you’ve felt like following the news this year is like trying to drink from a firehose, you’re not alone. Every headline out of Washington seems more “unprecedented” than the last. Political upheaval, tariffs, inflation fears — it all feels deeply concerning, especially for investors with significant wealth at stake.
And yet, behind the noise, the markets are quie...
