
Weekend Reading: Don’t Overlook Post-Retirement Roth Conversion Benefits
You often hear of the benefits of Roth conversions during your working years, but when carried out during retirement, they can also help you enhance your income options, manage tax situations and support your estate planning goals.

Weekend Reading: The Infinite Ladder
When it comes to end-of-year reflections, you are likely to do so in a linear fashion. However, another – albeit unique – strategy is to consider your life thus far as an "infinite ladder," where progress occurs in both inner and outer dimensions.

Weekend Reading: How to Stop Carrying Too Much Financial Anxiety
Are your financial worries preventing you from living the fulfilling life you deserve? Tomorrow isn’t promised and time is priceless. There’s no better moment than the present to take action and get ahead of your anxieties before they overwhelm you.

Weekend Reading: Do Stocks Get Safer The Longer You Own Them?
The stock market will never be “safe”, and while this is important to recognize, it doesn’t mean it still can’t be a valuable tool for you in retirement.

Weekend Reading: Any Way You Want It
You have numerous options for creating the right income strategy for you, but if you’re simply taking withdrawals from your investment portfolio, you don’t have a strategy.

Weekend Reading: Searching for When
One of the big questions that might impact you when you retire is your decision on when to begin collecting Social Security benefits. Here, author Patrick Brennan explores the factors that influenced his filing strategy after retiring from the Coast Guard at age 63.

Weekend Reading: Understanding and Overcoming FOBO (Fear of Better Options)
Have you ever avoided making a decision due to worry that a better option might exist? This is called FOBO, a psychological phenomenon that causes analysis paralysis and makes decision-making stressful.

Weekend Reading: What’s Really Driving Inflation and Bond Yields?
You won’t find the best investment guidance in fear-inducing news headlines or from conflicting economist forecasts. It’s guesstimates on all fronts. For the best course of action amidst puzzling economic environments, follow a comprehensive framework that’s designed to cover any outcome.

Weekend Reading: 4 Key Questions in Estate Planning
No matter your asset size, estate planning is vital if you have specific wishes in regard to the passing of your wealth and possessions.

Weekend Reading: So You Accomplished Your Goals. Now What?
When you finally achieve a long-awaited dream, whether it's financial independence, retirement or in the author’s case here, reaching the summit of Mount Kilimanjaro, you might notice a feeling of "Now what?" sets in after your elation fades.

Weekend Reading: The Illusion of Security in Investing
The risks you haven’t planned for can ultimately be the ones that put you in financial jeopardy. However, these risks are often controllable, while future returns offer limited influence, especially when it comes to the stock market.

Weekend Reading: Don’t Rule Out Tax-Loss Selling as 2023 Winds Down
You have much to gain from tax-loss harvesting during volatile times, but even amidst the market’s 15 percent increase year-to-date, tax-selling opportunities still exist. Bonds in particular have underperformed and could be offset by gains elsewhere.