Contact us for a course brochure, as there are several dates in March the course will be taught.
by Kevin Kroskey, CFP, MBA (As seen in the Bath Country Journal) News coverage on state and municipal economic issues has been prevalent over the past few months with some calling for unprecedented levels of defaults on municipal debt and … Continue reading
It has been brought to our attention by several firm clients who work at Goodyear that as of April 1, 2011 restrictions on the lump sum payout option will go into effect for an unknown period of time until the … Continue reading
by Kevin Kroskey, CFP, MBA (As seen in the Bath Country Journal) A retiree looking to draw income from a portfolio faces a challenging task today. Thirty years ago interest rates were in the double digits. Today interest rates are … Continue reading
by Kevin Kroskey, CFP, MBA Presenting the Case for Rational Optimism Over the next year, I’ll be writing a monthly column of financial planning related articles for the Bath Country Journal. I have many topics and strategies that I’m looking … Continue reading
I recently have been setting aside substantial time for serious reflection and life planning. I reflected both on personal issues as well as on my business, and I wanted to write this letter to our clients and friends to share … Continue reading
Whether or not you should convert to a Roth IRA depends on your personal situation. Learn when it does and does not make sense to convert and the key variables to consider when evaluating the decision. The videos below are … Continue reading