Blog

Mike Heatwole 4/2/20 Mike Heatwole 4/2/20

Coronavirus, CARES Act and the Markets

Mike Heatwole 3/2/20 Mike Heatwole 3/2/20

Does a Roth Conversion Make Sense for You?

Curious about Roth IRA conversions? Converting from a traditional IRA to a Roth IRA has become popular, but it’s not straightforward. Considerations include future tax rates, tax-free inheritance, and managing RMDs.

Mike Heatwole 2/3/20 Mike Heatwole 2/3/20

The SECURE Act of 2019 – How the Latest Bill Signed into Law Could Affect Your Retirement

Mike Heatwole 1/3/20 Mike Heatwole 1/3/20

College Savings Options

Mike Heatwole 12/2/19 Mike Heatwole 12/2/19

Worried About the Markets? One Investment Option That Could Be Right for You

Mike Heatwole 11/1/19 Mike Heatwole 11/1/19

How to Prepare Financially When Expecting a Child

Mike Heatwole 10/1/19 Mike Heatwole 10/1/19

One Question to Ask HR if You Are Already Maxing Out Your 401k Contributions

Mike Heatwole 9/4/19 Mike Heatwole 9/4/19

The One Change You Should Make This Year During Open Enrollment

Mike Heatwole 8/3/19 Mike Heatwole 8/3/19

Is Now the Time to Make Sure You Aren’t Out Over Your Skis?

Mike Heatwole 7/1/19 Mike Heatwole 7/1/19

Social Security Spousal & Ex-Spousal Benefits

Mike Heatwole 5/31/19 Mike Heatwole 5/31/19

The SECURE Act of 2019 – How the Latest House Bill Could Affect Your Retirement

Mike Heatwole 5/1/19 Mike Heatwole 5/1/19

Leveraging Compound Interest to Grow Your Nest Egg

Mike Heatwole 4/2/19 Mike Heatwole 4/2/19

Your HSA – A Powerful Retirement Savings Vehicle?

Mike Heatwole 3/6/19 Mike Heatwole 3/6/19

What to Look For on Your Social Security Benefit Statement

Many individuals do not review their Social Security benefit statements on an annual basis. Your Social Security benefit statement is one of the most important documents to review during your working years and as you prepare for retirement.