Long-Term Care Insurance
In today’s world of longer lives, the need for long-term care is inevitable for many people. Long-term care insurance can help protect your assets from the devasting costs of a prolonged or extreme need.
Retirement & Taxes
The types of taxes you pay after you retire will be different from what you paid while working. Now is the time to broaden your tax knowledge and start planning to get the most out of your retirement savings.
As our client, you have complimentary access to Generational Vault®, a proprietary online portal designed to bring convenience, clarity, and transparency to your financial life.
Roth IRA Conversions
One of the main differences between a traditional IRA and Roth IRA is when you pay taxes — and how much you’ll pay.
While you do have to pay taxes upfront on the amount you convert to a Roth, those taxes could potentially be offset by tax-free growth. Converting your traditional IRA to a Roth IRA can be an effective method of minimizing taxes on future distributions for some people.
Women may face unique challenges when on their journey to retirement. Dream/Do is about working with you to help you take ownership of your journey and better equip you to prepare for it.
Guide to Avoiding 401(k) Rollover Mistakes
Have you recently left or lost your job? If you had a 401(k), a rollover might be right for you. However, there are many rules you need to be aware of to avoid costly tax penalties.
Make it easier with our complimentary guide to avoiding 401(k) rollover mistakes.
Taxes and the Power of WHEN
Concerned rising government spending might mean higher taxes? Good news! While taxes aren’t optional, you may have choices about WHEN you pay them. And WHEN can be a powerful tool.
Not everyone’s retirement path is smooth. For some, there may be traps and roadblocks like market downturns, rising inflation, and the loss of a spouse. Thankfully, an appropriate strategy can help prepare for some of those bumps.
Annuity products can be misunderstood — which may be in part due to a lack of education among consumers. The bottom line is that annuities may be an option that can help people meet their needs for retirement income. And, for other people, they may not be the right option. It’s important to understand the features, benefits, and drawbacks of annuities to help determine if annuities are right for you.