SOCIAL SECURITY AND RETIREMENT

By Marianne Martini Nolte, CFP® | June 25, 2021
Looking toward retirement

When can I begin to collect and how much will I receive? Can I even count on Social Security being available when I retire? These are common questions even young folks should be considering. Retirement may be quickly approaching or just a distant dream. Regardless, it is important for retirement planning purposes, to consider the…

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TIME FOR A ROTH CONVERSION?

By Marianne Martini Nolte, CFP® | April 14, 2020

If you are faced with a lower income bracket due to the coronavirus pandemic, a Roth IRA conversion may be advantageous.  Additionally, a Roth IRA conversion may be a savvy strategy for you right now if you feel taxes will be higher down the road when you retire.   What is a Roth conversion?  …

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