by Jennifer Tompkins | Nov 7, 2022 | Personal Finance
If your retirement is right around the corner, you may find yourself asking a question you’ve never considered before: “How will spending in retirement change for me?” While this may be an overwhelming and somewhat complicated question to ask, it is a question worth...
by Jennifer Tompkins | Aug 17, 2022 | Personal Finance
There’s a lot to think of during retirement, especially when it comes to managing your income and your tax burden. If you are retired (or getting close to retirement), tax-efficient income planning can make a big difference, especially when it comes to Medicare...
by Jennifer Tompkins | Aug 2, 2022 | Personal Finance
2022 has been a year of volatility with both domestic issues and foreign affairs causing major swings in the equity and bond markets. As of August 1, the S&P 500 is down -12.58% YTD and the Bloomberg US Aggregate Bond Index is down -8.16%.[1] Declines like these...
by Jennifer Tompkins | Jun 22, 2022 | Personal Finance
Since they were first introduced in 1998, Roth IRAs have been a popular way to generate future tax-free growth and income. You can do this by contributing to a Roth IRA on an ongoing basis or converting traditional IRA or other pre-tax retirement account assets into a...
by Jennifer Tompkins | Jun 17, 2022 | Personal Finance
In honor of Father’s Day, we chatted with Mark Satkoski, CFP®, Principal at Midwest Capital, and dad to 8-year-old Maisie and 5-year-old Sammy to hear his thoughts on teaching his kids about financial literacy. Do you plan to give your kids financial advice? If...
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