Retirement Blog

To say that 2022 has been a rough ride for investors is such an understatement as to almost sound trite. The S&P 500 is well into bear market territory, and the traditional “safe haven” of bonds has done no better. The Wall Street Journal headlined “It’s the Worst Bond Market Since 1842.” What’s going on?

With many areas of the market down over 20%, we look to the Roth to help us turn lemons into lemonade! How so? With a Roth Conversion, of course!

Surprising Social Security Benefits - Part 3

Surprising Social Security Benefits - Part 2