by Kenny | Mar 22, 2026 | Weekly Market Commentary
US markets fell for a third consecutive week as investors continued to assess the implications of the Iran conflict. Headlines related to Iran continued to dominate market attention. Energy markets traded higher as the military’s focus shifted to energy...
by Kenny | Mar 19, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I’m age 72 and my wife is age 63. I want to open a spousal Roth IRA. I already have a Roth for myself that I’ve owned for more than 5 years. Would she have to wait 5 years before she can make a withdrawal without a...
by Kenny | Mar 19, 2026 | Weekly Newsletter
When people think about financial planning, they often focus on investments, retirement accounts, and growing wealth. When they think about insurance, they usually think about protecting their home, health, or family. The truth is, these two areas should never be...
by Kenny | Mar 18, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst A few Saturdays ago, many of us moved our clocks one hour ahead to usher in Daylight Saving Time. Adjusting our clocks is a reminder to review the confusing rules surrounding the Roth IRA distribution clocks. It’s no surprise that...
by Kenny | Mar 16, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education In these turbulent economic times, the headlines are full of news about layoffs. With job loss can come questions about what to do with retirement savings such as your 401(k) plan. A rollover to an IRA may...
