When Do Annuities Make Sense? A Guide for Smart Retirement Planning
Unsure if annuities fit your retirement plan? Learn when annuities make sense, their benefits, and how to secure guaranteed income in retirement.
Retirement
What Should I Do With My 401(k) When Switching Jobs?
Switching jobs? Learn your options for managing your 401(k)— leave it, roll it over, or move it to an IRA.
Tom West
Apr 2, 2025
Retirement
Should I Do a Roth Conversion? The Benefits and Drawbacks Explained
Wondering if a Roth conversion is right for you? Learn the benefits, drawbacks, and key scenarios to help decide your retirement strategy.
Tom West
Apr 1, 2025
Investing
What is Risk Tolerance and Why Does It Matter?
Learn about investment risk tolerance, why it matters, and how to determine yours. Take control of your financial strategy with these practical tips.
Tom West
Mar 31, 2025
Investing
What Is Portfolio Rebalancing? Key Benefits and How to Get Started
Confused about portfolio rebalancing? Learn what it is, why it matters, and how to rebalance your portfolio for better wealth management and...
Tom West
Mar 28, 2025
Investing
Why a Diversified Portfolio Is Key to Long-Term Investment Success
Learn how portfolio diversification reduces risk, improves returns, and ensures stability for investors. See a simple breakdown and actionable steps.
Tom West
Mar 27, 2025
Investing
What Is Dollar-Cost Averaging? A Simple Strategy for Smart Investing
Learn all about dollar-cost averaging, its benefits, and how it lowers investment risks. See a clear example to help you get started today.
Tom West
Mar 26, 2025
Investing
The Do’s and Don’ts of Investing for Beginners
Looking to start investing? Learn the do’s and don’ts of investing for beginners, from building an emergency fund to avoiding emotional decisions in...
Tom West
Mar 25, 2025
Retirement
Retirement Age Explained: When is the Right Time?
Wondering when to retire? Learn how to balance Social Security, financial stability, and emotional readiness to make the right choice for your...
Tom West
Mar 24, 2025
Long Term Care
Medicare vs. Long-Term Care Insurance
Learn how Medicare and long-term care insurance differ, and how each is used for a comprehensive financial plan.
Tom West
Mar 23, 2025
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