To Roth or Not to Roth? What High Earners Need to Know About the New 2026 Catch-Up Contribution Rules
For years, the question of whether to make Roth or pre-tax contributions to your retirement plan has been one of the most common and nuanced conversations in financial planning.
What to Do With Appreciated Securities in Your Brokerage Account Before (and During) Early Retirement
You've done the hard work. You've spent years, maybe decades, saving, investing, and building wealth. Now, retirement is on the horizon, and you're facing a question that doesn't get nearly enough attention...
Why Most Roth Conversion Projections Are Getting It Wrong (And What to Do Instead)
If you have spent any time researching Roth conversions, you have probably seen the same type of analysis repeated over and over.
Direct Indexing vs. ETF Portfolio: Which One Is Right for Your Brokerage Account Before Retirement?
If you're planning to retire soon, having a brokerage account is one of the biggest financial advantages you can have. It gives you flexibility, options, and control over how you spend and distribute your money in retirement.
5 Retirement Priorities for Blue Cross Blue Shield of South Carolina Employees
As a financial advisor, I have firsthand experience guiding Blue Cross Blue Shield of South Carolina (BCBSSC) employees, both before and during the transition into retirement. The right decisions at this critical stage will make all the difference in your long-term financial security and peace of mind.
Planning Your Michelin Retirement in Lexington: 5 Steps Every Employee Should Take
Retirement is a significant milestone and one that brings both excitement and uncertainty. For those who have dedicated their careers to Michelin in Lexington, South Carolina, this transition is an opportunity to reflect, plan, and embark on a new chapter of life.