Sara Lohse
To Roth Or Not To Roth Part 2: Conversion Strategies For Millennials, Gen Xers And Boomers
Published on Forbes.com In our last article, we discussed how different generations might view contributions to traditional IRAs and 401(k)s versus Roth IRAs and 401(k)s. Now, we’re looking at how conversions work and who might benefit most by converting traditional retirement accounts into Roth retirement accounts. Read Article
Understanding Medicare Before it’s Too Late with Danielle Roberts
Student Loans vs. Retirement Planning
What should be your priority?
Managing Longevity Risk: How to Not Outlive Your Retirement Income with Dr. Wade Pfau.
To Roth Or Not To Roth: Contribution Strategies For Millennials, Gen Xers And Boomers
Published on Forbes.com Without diving too deep, there are two basic types of IRAs and 401(k)s: traditional and Roth. While both have their benefits, determining which type is right for you is dependent on multiple factors, the biggest of which being your age. Should you be contributing to a Roth account at your age? Read …
Money Matters Top Tips
Financial (In)Security: The Pros And Cons Of The SECURE Act
Published on Forbes.com On January 1, 2020, a new law called the SECURE Act was passed bringing about new regulations that can—and will—affect anyone trying to plan for their retirement. Take a look at the different provisions to see the good, the bad, and the ugly aspects of this new financial law and how they …
The F Word
On today’s episode of The F Word, Sheryl (Brown) Hickerson is speaking with financial advisor, author, and national speaker, Eric Brotman of BFG Financial Advisors. In today’s chat we will discuss: Gender Differences in Financial Planning: Does it matter? Estate Planning: Is it only for the wealthy? CFP® certification: Why it’s the designation of choice for …




