Roth IRA conversions can be a powerful wealth-building strategy, but they're not right for everyone. Here's how to evaluate if a conversion makes sense for you. A Roth IRA conversion involves moving assets from a traditional IRA or employer retirement plan into a Roth IRA, where they can grow tax-deferred ...

As another year draws to a close, it's easy to let December slip by in a blur of holiday planning and travel. But for investors with substantial portfolios, the final weeks of the year represent a critical window to make strategic decisions that could significantly impact your taxes and retirement ...

There is a point in extraordinary wealth creation where the traditional rules stop applying. You no longer wake up wondering whether your family will be cared for, or whether you’ve built enough to last a lifetime. You’ve already crossed that threshold. Through decades of pressure, sacrifice, ambition, and relentless execution, ...

Over the past several days, markets have pulled back roughly 4% from the all-time highs reached in late October. At the same time, media headlines have amplified fears that the recent excitement around artificial intelligence is a “bubble” that’s bursting. Given this backdrop, we wanted to share clear perspective on what’s happening, ...

With critical December 31 deadlines approaching and significant tax law changes from the One Big Beautiful Bill Act (OBBB), now is the time to review your retirement plan. From required minimum distributions to Roth conversions to tax withholding adjustments, many retirement planning actions must be completed by December 31 to ...

The other day, I pulled into McDonald’s to grab a 6-piece Chicken McNugget Happy Meal and a kids’ milkshake for one of my daughters. “That’ll be $10.50.” I actually paused. Ten dollars and fifty cents. For a kid’s meal and a shake. Instantly, I was back in 1990, when I ...

You've worked hard to build something meaningful, driven by a desire to create security and opportunity for the people you love most. Now you're thinking about the next chapter: ensuring the wealth you've built supports your children, grandchildren, and generations beyond. The challenge is that creating wealth and preserving it ...

KEY TAKEAWAYS The broad market S&P 500 and tech-heavy Nasdaq both hit record highs in September. The Fed lowered interest rates, by a quarter point, for the first time since December 2024. Small cap stocks outpaced large caps in the US and globally, but value lagged growth. Q3 2025 Market ...

Major changes to HSA eligibility are coming in 2026—here's what you need to know to take advantage of this powerful retirement savings tool. Health Savings Accounts (HSAs) have long been one of the best-kept secrets in retirement planning, offering a rare triple tax advantage that can significantly boost your long-term ...

You've worked decades to build your portfolio, carefully planned your retirement withdrawals, and then—surprise—the IRS wants an extra 3.8% on your investment earnings. Many retirees are surprised to discover that their investment income can trigger additional taxes that weren't part of their original retirement plan. These are called healthcare taxes—formally the Net Investment ...

Are you a part of 81% of women who aren't confident their money will last in retirement? I ask because it’s more important than ever. Ninety percent of women will be solely responsible for their finances at some point in their lives. They also have an incredible opportunity to enjoy a longer retirement ...