When market volatility rises, many of us instinctively pull back, stick to cash, and play it completely safe. But what if the conservative approach is actually the one putting your long-term goals in jeopardy? In our latest video, The Hidden…
Federal employee retirement benefits can be valuable, but the rules around FEHB, FERS, the TSP, sick leave, and taxes can be difficult to coordinate in the final years before retirement. In this video, Alec Sunners, Wealth Advisor with Financial Consulate,…
Roth conversions can be powerful but only if you get the timing right. In this video, financial advisor Graham Ewing walks through the best times for converting your traditional IRA to a Roth, including the "gap years" between retirement and…
When your financial advisor and CPA don't coordinate year-round, important opportunities may get missed and mistakes can get made: Withdrawing from the wrong accounts Missing Roth conversion windows Not coordinating capital gains In this quick video, we go over the…
"Can I retire?" Here's why we can't answer that by just looking at your account balance. Your retirement is personal. What you want to do, where you want to live, who you want to help—all that matters just as much…
Every week, clients ask us: Should I pay off my mortgage or invest? How much do I really need to retire? Is now the right time to start? If you've been wondering the same things, you're not alone. Financial advisors…
In this video, Alec & Roger review common mistakes people make regarding their 401(k).
In this video, Alec & Peter discuss the benefits of taking social security early vs. delaying taking social security.
In this video, Alec & Jackson discuss what to be planning for if you intend to retire next year.
In this video, Alec & Jackson discuss financial moves to make in every stage of life to set yourself up for success.