by Christian Hudspeth, CFP® “Should I keep my life insurance policy?” This is a question our clients often ask, especially those who have been paying life insurance premiums on their policies for several years or decades. To explore this question, let’s review life insurance’s main purpose. Why and When It’s Important to Have Life Insurance...Continue Reading

You may only get one chance to get this right. Answer these four major questions confidently before making your pension decision.Continue Reading

Here are more than 30 commonly-missed expenses you could claim as itemized deductions before it's time to file.Continue Reading

by Christian Hudspeth, CFP® The Social Security decision. Nearly every taxpayer in America must make it. When should I take Social Security? Could I be penalized or miss out on thousands of dollars over my lifetime if I make a mistake? How do I know if I made the right decision? The “when and how”...Continue Reading

How you contribute or withdraw from your IRAs, 401ks and other retirement plans in the coming years will be impacted. Here's how.Continue Reading

Roth IRA conversions during down markets can yield large tax savings, but only if you avoid one key mistake many investors make.Continue Reading

If you're investing regularly for a retirement that's at least 10 years away, history shows us it's difficult to be successful in selling stocks and waiting until later "when things look like they've calmed down" before being invested again. In fact, doing that can put you years behind in reaching your retirement. Try this instead.Continue Reading