Financial Blog

Every December, I see the same pattern in retirement with women. Smart, thoughtful retirees enjoy the holidays and then, almost on cue, January shows up with a quiet sense of unease.

Roth Conversion vs. Backdoor Roth. Many women we work with want to build more retirement savings in accounts that grow tax-free. Two common strategies are a Roth conversion and a backdoor Roth contribution.

Life changes such as marriage, divorce, and new grandchildren can make old beneficiary designations outdated. Reviewing and updating your beneficiaries ensures your assets go to the right people and avoids costly mistakes.

The 4% rule has long been a retirement staple…but is it still enough? From market swings to tax impacts and your own evolving life, a one-size-fits-all approach could leave your future shortchanged. Discover smarter ways to plan your withdrawals and shield the life you’ve worked for.

Big changes are here. On July 4th, a massive new law—spanning more than 900 pages—was signed, bringing a wide range of tax, spending, and policy updates. Curious how this could shape your financial plans? We’ve put together a summary to help you understand what’s inside and what it might mean for you.

Optimize your tax savings as a W-2 worker with smart and strategic tax planning! Learn how to keep more of your hard-earned money.