Is a Roth IRA Right for You?
Do Roth IRAs make sense from a tax perspective? The first question may not be whether it’s “right” for you, but whether you’re eligible to even open one at all. That's where Roth Conversions come into play.
A satisfying retirement is more about how you will spend your time, not your money.
Questions about retirement often center around the financial logistics, but how your time will be spent should also be considered.
What’s the Best Age to Start Social Security?
One of the most common questions for anyone planning for retirement is: “What’s the best age to start taking Social Security benefits?” Read how the program works, how it's changed, and what to consider.
Time’s Up! Paying for College
Lately, I've had a number of clients and prospects ask how to pay for college. Not in the future -…
New Year, New Me – Financial Resolutions
Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health.
Is the Roth 401(k) an Option for You?
Have you seen a Roth option available in your 401(k)? Read on to help determine if it's the right option for you.
2 Pieces of Savings Advice to Reconsider
We can get tunnel vision when it comes to following "Rules of Thumb." I dare you to push back when it comes to maxing out 529 Plans and 401(k)s.
New Year, New Me – Financial Resolutions
News Years Resolutions - In bite size pieces Cleaning up personal finances remains one of the top resolutions every New Year.…
The Unexpected Cost of Early Retirement
While success can be defined in a multitude of ways, most boil down to one simple desire – financial freedom.…
Find out Powwow's most frequently asked elder care question.
My #1 Most Asked Question on Elder Care
Whenever I discuss elder care I can count on being asked one question..."What if I run out of money?"Long-term elder…
Don’t Let Magical Thinking Jinx Retirement Planning
Fantasizing that the money will somehow appear isn't helpful. Here's what is.
Experts weigh in: Here’s when you should reach key financial milestones
Maybe you have an idea of when you’d like to buy your first home or retire from the workforce. But…
Woman laying down on pier with pink floppy hat
What three things make for a successful retirement?
The idea of retirement conjures different lifestyle images and meanings for any given person. While some are counting down the…
Change ahead for FINRA advisors, POWWOW interviewed for Quentara's input.
FINRA Creates New Rule to Help Seniors
"The person you named 10 years ago to be your power of attorney isn't necessarily the correct fit for today…
3 Ways Your House Could Help You Retire
Powwow, LLC was interviewed by CBS MoneyWatch to discuss how home equity can be utilized for retirement. In my years…
How Tech Can Help You Be a Great Caretaker
... Even from hundreds of miles away! Most of us want to have a role in caretaking our aging loved…
Businesswoman Writing Ideas On Glass Screen During Meeting
Making sure your money will last in retirement
"A recent Merrill Lynch Age Wave survey showed 37% of people over 50 believe they may need long-term care during…
Chart of emotions related to wealth
How would you feel if you could retire now?
Successful planning boils down to two key factors: Working with accurate information Managing behavior It probably comes at no surprise…
The importance and opportunity within elder care planning
I'm thrilled to share an article highlighting the reasons for my commitment to help seniors and their family. "As a…
