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The People to Speak to Before You Retire – and the Key Questions to Ask Them

As we reach a certain age and start fretting about retirement, many of us forget about one of the best resources for retirement advice: the people we most trust.  Click here to read more.

By |2024-12-23T09:14:51-05:00December 23rd, 2024|Uncategorized|0 Comments

How Seniors Can Do Smart Roth IRA Conversions

Here's a suggestion that goes against the conventional wisdom: Even older Americans can benefit by moving money from traditional IRAs to tax-free Roth accounts.  Click here to learn more.

By |2024-11-25T11:18:32-05:00November 25th, 2024|Uncategorized|Comments Off on How Seniors Can Do Smart Roth IRA Conversions

3 Mistakes Investors Make During Election Years

Elections can divisive and anxiety inducing. But when it comes to investing, do elections matter all that much? A look at past presidential election cycles shows that the markets have proved to be resilient over time regardless of which party wins the White House.  Click here to read more election insights from American Funds.

By |2024-10-25T15:22:09-04:00October 25th, 2024|Business/Economic News|Comments Off on 3 Mistakes Investors Make During Election Years
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