Should I Do a Roth Conversion?

Lori FlandersFinancial Planning, Retirement, Retirement Planning

By Brian Fricke You’re looking forward to a worry-free retirement now more than ever—but is your savings ready to foot the bill?  When it comes to retirement savings, tax implications often drive our decisions; IRAs (individual retirement accounts) are no different. Both a traditional IRA and a Roth IRA come with a tax benefit, and it’s vital to understand the … Read More

How to Score Your Success In Retirement

Brian Fricke, CFP®Retirement

We use success rates on a scale of 1-100 to give clients ideas of their odds of having a successful retirement. Of course, common sense says you want to score 95, not 50, but I’m going to suggest a 50% success rate in your retirement planning might actually be better than a 95% success rate. Here’s why….