To Roth or not to Roth
Money inside a Roth IRA accumulates without having to pay taxes on the growth or dividends/interest each year. Justus Morgan explores other considerations when pondering “to Roth or not to Roth.”
Does timing the market make sense?
To Your Wealth: Does timing the market make sense? Leo Trotsky in War and Peace said, “the two most powerful warriors are patience and time.” While he may not have been thinking of investment strategies when he penned those words, they could easily be applied when considering what is commonly known in our industry…
To Your Wealth: Savings bonds revisited
Discover the latest information on savings bonds and the upcoming deadline to purchase Series I bonds at their current rate.
Strategies for managing risk
Insurance is getting harder to come by. Mike’s ToYourWealth column this month explores a few ideas for reducing, assuming, and transferring risk.
To Your Wealth: 3 Smart Money Moves for 2024
Justus offers three immediate things you can do to jump start your financial well-being in 2024.
To Your Wealth: Tips for tips
Even with one of the worst years ever, bonds are still an important component of a diversified portfolio.
Recent examples of cyber fraud
Cyber fraud happens every day. It’s important to be aware of recent examples and things you can do if you suspect you are a victim.
Ancient philosophy for modern finance
Many financial decisions are emotional ones. If we can apply a couple of strategies to better understand our emotions, we can also make better financial decisions
Optimistic Aging book summary
In this book, Margit Cox Henderson provides insights and tips on how to stay healthy, active, and engaged as you age, and how to make the most of your retirement years.
Components of an effective estate plan
The right time to get an estate plan is as soon as you start to accumulate assets. It is always better to plan for the unexpected, rather than wait for a crisis, such as a serious illness, to happen to begin planning