Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method
Roth conversions can be great tax-planning opportunities. But is one right for you? And should you do it this year? Follow these three steps to find out!
Investing
How to Handle Market Downturns: Horror Show or Part of the Journey?
Market volatility can be scary. Learn how you can handle the ups and downs — and how contributing during market downturns can allow you to invest at a discount.
Getting Your Financial House In Order
Are scattered financial accounts here, there, and everywhere making your tax-time document-gathering a chore? It could be a sign that now is the perfect time to get — and then stay — organized! Here's where you can begin as you gather your documents, create an intentionally designed account strategy, and gain some peace of mind.
ESG Investing: Invest in the World You Want to See
What's ESG investing? Learn about environmental, social, and governance factors — aka socially responsible investing — as well as their impacts and how you can get started.
Cheat Sheet and Guide: 10 Steps to a Successful Retirement Account Rollover
Whatever your reason for a rollover, it doesn't have to be difficult to move your retirement plan. Grab our cheat sheet for step-by-step rollover instructions to guide you along the way.
Calm the F(inancial) Down
Calm your financial anxiety. You can’t predict the timing of market declines, natural disasters, or personal life curveballs. Yet we have a unique opportunity on the horizon. The upcoming presidential election may cause some chaos — but it doesn’t need to make your financial life more hectic.
How to Invest During Presidential Election Years
How should you invest during presidential election years? It depends! Learn about the Presidential Election Cycle Theory and see data from election years and presidents past that you can use to develop your election year investment strategy.
Diversify Your Investments: Are You On a Thrill Ride or Base Jumping?
When it comes to your investments, are you an adrenaline junkie or do you prefer a gentler thrill ride? Learn the difference — and how diversifying your investments could reduce volatility in your portfolio, helping you avoid some of the biggest market ups and downs.
Fire Drill: Investing with Dollar-Cost Averaging
When should you invest? Instead of putting so much pressure on when to invest, put a set dollar amount into your investment account on a set schedule and let dollar-cost averaging work for you.