3 Critical Strategies to Fight Inflation when Planning for Retirement
You can’t escape inflation in today’s news. Rising prices are all around us. If you’re approaching or in retirement, that can be a big concern.
How to Prepare for a Recession if You’re Retired (or Close to it)
Most of us have lived through economic downturns before, and many remember the Great Recession’s impact. When you’re young, recessions can be difficult, but you
Considering a Roth Conversion During a Bear Market?
By Greg Lohr, MBA and Ethan Lohr, CFP® Think bear markets are all bad? Think again. While seeing your account value drop in an economic
How We Can Help Your Family Members or Neighbors
By Greg Lohr, MBA and Ethan Lohr, CFP® The first two years of this decade have been some of the most unpredictable years of our
Working Past Retirement Age: Unique Opportunities
By Greg Lohr, MBA and Ethan Lohr, CFP® People spend their whole lives working to finally retire and live out their golden years stress-free. But
How an In-Service Rollover Can Help
By Greg Lohr, MBA and Ethan Lohr, CFP® For many of us, a 401(k) plan is our single largest source of retirement savings and may
