Putting your home to work

Putting your home to work

By the time retirement rolls around, many people have built up substantial equity in their homes. This equity can be a valuable resource in retirement, and there are several ways to make the most of it: 1. Paying Off Your Mortgage The first and most common way to make...
Alternative Investments: Do I Need Them?

Alternative Investments: Do I Need Them?

In recent years, investors have witnessed the influx of alternative investments for certain accredited investors. In fact, alternative investments are expected to grow from $12.9 trillion in 2022 to $17.2 trillion in 2025. The projected growth in alternative...
Roth Conversions: Is It Worth It?

Roth Conversions: Is It Worth It?

If you’re like most people, you’re probably looking for ways to reduce your tax burden in retirement. Using Roth Conversions is one strategy that can help is to convert your traditional IRA or 401(k) to a Roth IRA. By doing so, you can potentially save...