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May 6, 2021

With thousands of Baby Boomers retiring every year, we’ve worked with this generation quite a bit and have seen the concerns and worries that they have about retirement.

Baby Boomers are looking at a retirement landscape that is quite different than their parents were facing. Many things have changed over the past...


Apr 29, 2021

It’s never too early to begin planning for your retirement, but that doesn’t mean there’s a long list of items to worry about early in your career. Even without the complexities that come closer to retirement, there are some things you can be reviewing and key decisions to be made.

On this episode of My Smart...


Apr 22, 2021

The 1970s was a great decade for a lot of things but, financial speaking, there’s a lot that we want to leave in the past.

We seem to be coming to a crossroads in the country as spending continues to rise while taxes remain at low levels. It seems like the pandemic exacerbated the problem even further, and we’ve...


Apr 15, 2021

On this episode of My Smart Retirement, Nancy Fleming explains what a Roth IRA conversion is and whether it may be right for you.

Some employers are offering Roth options as part of their 401k options, so some people already have a Roth. One thing to keep in mind is taxes. You need to think strategically about...


Apr 8, 2021

Have you ever regretted something you’ve done in your life? We’re all human, and that means we’ve likely wished things would have been done differently at one time or another.

Today, we thought we’d talk about financial statements people would regret. Thankfully, these are things you won’t hear around our...