Resources

For many of our clients, deciding where to live in the long run is one of the biggest lifestyles and financial choices they’ll make. Entrance fees at many retirements and continuing care communities (CCRCs) have climbed dramatically, while aging in place has become more realistic thanks to better in-home care.

One of the most common questions we hear from clients is some version of: “Should I be doing a Roth conversion?” It’s a fair question and one worth looking into. But the answer is almost always “it depends”, and for many clients, it may not move the needle as much as you’d hope.

Estate planning can be a tough topic to discuss or think about - you’re essentially pondering your own mortality and how to transfer multiple assets in a desired way. As challenging as the topic can be, it’s essential to be prepared and up to date with your documents. A proper estate plan is the best way to communicate your wishes to heirs after you’re no longer able to.

Your home may be your most overlooked retirement asset. Learn how to tap into home equity—through downsizing, investing, renting, or reverse mortgages—to boost your retirement income.