Mark Fonville, CFP®7 minHow Much Money Would It Take For You To Comfortably Retire Right Now?Knowing how much money you need to retire brings confidence and clarity to your plan. Here are five best practices to get you started.
W. Scott Hurt, CFP®, CPA5 minDoes The 5-Year Rule For Roth Conversions Mean Retirees Should Think Twice About Doing One?Roth conversions can be strategic financial opportunities for retirees, but will the 5-year rule stand in your way?
Mark Fonville, CFP®3 minHow Covenant Wealth Advisors Helped a Couple in Their 60s Build a Plan for Retirement [Case Study]In this case study, learn how Covenant Wealth Advisors helped Michael and Lisa build a plan for retirement.
Megan Waters, AAMS®,CMFC®6 minHow High-Net-Worth Retirees Can Prepare For Medicare IRMAAMedicare IRMAA is a surcharge that increases your premium on parts B and D. How does it impact retirees? How can you avoid overpaying?