5 Tips to Prepare for Market Turbulence | Paul Fain   Many investors are switching their concerns from the coronavirus to the stock market. If the resurgent virus forces a new economic shutdown, and if everyone is forced to stay-at-home again, will the stock market take another 30% hit? Of course, the bottom line is:

What you think you know, but you didn’t until you needed it… by Kathy Patty   For the past few years, I have been taking care of my mom. In July of 2017, she fell and broke her hip and was in rehabilitation for two months. Then about six months later, our family noticed her

Use the Pandemic as a Test Drive for Retirement | Paul Fain Unless you are an essential worker, you have probably spent most of the last three months sheltering in place at home during the COVID pandemic. If you are a sales or client service worker, or consultant, or computer-based worker, or the like, it

Basic Investing Building Block #2   Investing can be complicated to the average “Joe or JoAnn.”  However, having just the simplest knowledge of what it is and how it works can help you manage your money with confidence.  Let’s break it down in a way that makes it easier to understand.  This is the second

To Convert or Not to Convert? That Is the Question! | Steve Carlson   What am I talking about, you ask?   Roth conversions. What is a Roth conversion?   A Roth conversion is taking all or part of an existing traditional IRA and moving it into a Roth IRA.  The main difference between a traditional IRA

Is It Time to Change Your Investment Strategy? | Paul Fain   Uncertainty is a fact of life. With uncertainty comes fear. Without a doubt, the global pandemic has escalated uncertainty and fear in our lives. Learning to cope with uncertainty is essential to a resilient life. But how do we do this? Some thoughts: