Maybe you should think twice before buying a Medicare Advantage plan from a football player.
Do you know what a systematic Roth conversion is? It’s worth knowing!
Often financial planning and wealth management is more about the unknowns in life than the knowns. After years of supporting roles on the Flintstones, Barney and Betty decided to retire from acting in cartoons (it’s hard to be a cartoon character!) and enjoy life.
Does the ‘bucket’ approach to allocating assets to life goals make sense—or does it actually destroy wealth? Mentally, bucket investing is simply assigning money to ‘buckets’, i.e. goals