Should You Convert to a Roth IRA?

Should you convert all or a portion of your traditional IRA assets to a Roth account? The answer may depend on the amount of time you plan to leave the assets invested, your estate planning strategies, and your willingness to pay the federal income tax bill that a conversion is likely to trigger.

Saving Money vs. Paying Off Debt

Saving money versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Posing the questions to a group of financial planners the responses will usually be split down the middle.

2016 Election - What Does it Mean for My Portfolio?

We're just a few weeks away from the presidential election. As a voter, you may be keenly interested in the election process. But as an investor, should you be concerned? If you take a look back, you would be encouraged over the prospects of the financial markets this year.

Why You Should Monitor Your Credit

Let’s state up front that you don’t need a credit monitoring service to stay on top of your credit status. For people who are diligent and deliberate in monitoring their own credit, they can do so by accessing a free credit report from each of the credit bureaus once per year at

Your Social Security Statement

The IRS used to mail your Social Security Benefit Statement annually.  A few years ago, they stopped mailing it and after feedback, have now gone back to mailing it every 5 years. It's also available online at any time at  What should you do once you get your statement?  

Keeping Up With the Identity Thieves

Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they are constantly evolving in their technology and their techniques to stay one step ahead of you. In past blog posts we have hammered on the steps you need to take to fortify your defenses against identity theft.

Buying a New Car - Here are some tips!

A new car could be the most expensive purchase you make apart from housing. Before you go off with the first vehicle that catches your eye, you should think about how you plan to use and pay for the car. Here's a checklist.

The Basics

Paying Off Student Loans

Actively managing your debt is an important step, and your student debt may be one of the biggest financial obligations you have. There are many strategies that could help you manage student loans efficiently. Here is a checklist.

Social Security Administration Steps up Privacy Protection

Beginning in August, there is a new two-step security process in place to access your social security account. In order to view your account, all users will need a text-enabled cell phone number to log into their accounts at

To Rollover or Not Rollover Your 401k Plan – It Depends

One of the biggest decisions many of our clients face is what to do with their 401k plan when they leave their employer.

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