Category: Curated Insights

What the 1920s Can Teach Us About the AI Revolution

What the 1920s Can Teach Us About Surviving the AI Revolution By George Anders A century ago, cars and radio upended society just as AI is doing today We’ve been here before. Long before ChatGPT stormed onto the scene—poised to rewrite everything from business plans to wedding vows—a different technology swept through American society like… Read more »

Backdoor Roth IRAs Are Promising — and Perilous

Article Graphic

Backdoor Roth IRAs Are Promising — and Perilous By Laura Saunders For determined savers, the backdoor Roth IRA is an important tool. It’s easy to see why: Roth IRAs offer both tax-free growth and tax-free withdrawals on contributions of after-tax dollars. Savers can put in up to $7,000 this year, or $8,000 if age 50… Read more »

Does the 4% Withdrawal Rule for Retirees Still Make Sense?

vacation relaxing graphic

Read this Barron’s article to learn why the 4% withdrawal rule for retirees is still relevant amidst changing markets. Discover strategies like adjusting withdrawal rates, optimizing asset allocation, and utilizing Roth conversions to make the most of your retirement savings.

The High Price Retirees Pay for Collecting Social Security Too Early

Social Security Card

By Lisa Ward A study suggests that many retirees give up tens of thousands of dollars It’s no secret that retirees are often better off waiting to collect Social Security benefits. But exactly how much money are people leaving on the table by taking benefits early? A recent study, funded by the Federal Reserve Bank… Read more »