Global stock markets have fallen significantly in response to the spread of the coronavirus. While market losses of this magnitude are not uncommon, the speed at which the losses have occurred are a bit more unusual. Read more…
How the SECURE Act Impacts Your Financial and Estate Planning
After a bumpy road for the new retirement bill in Congress, the SECURE Act came into effect on Jan. 1. Also known as the Setting Every Community Up for Retirement Enhancement Act, the law is one of the most comprehensive pieces of legislation to reform retirement savings. Read more…
Business Insider: Questions to Find Out if Your Advisor Has Your Best Interest at Heart
Sara Gelsheimer, Senior Wealth Manager out of our St. Louis office had the opportunity speak to Eric Roberge of Business Insider. Sara shared her insights on the conflict that exists for a client when their advisor is getting paid a commission. An excerpt can be found below, click the link below to Read more…
Considerations When Planning for Retirement: Unexpected Healthcare Expenses
I often tell people that I lived a Norman Rockwell childhood. My parents provided a home full of love and encouragement. Our grandparents lived nearby and most of our extended family lived within a 30-minute drive. We celebrated holidays, birthdays, and often gathered for no reason at all. As a Read more…
5 Costly Roth Conversion Mistakes to Avoid
A partial Roth conversion is one of my favorite tools to help clients manage their retirement income taxes, so I get frustrated when I see that tool used in the wrong way. Read more…
