Articles

Major life transitions like divorce or widowhood can leave women feeling overwhelmed by financial and personal decisions. This article explores the key choices that often arise during these seasons and why surrounding yourself with trusted, competent counsel is essential. Proverbs 15:22 reminds us that “with many counselors, plans succeed” — and the right team can provide clarity, confidence, and peace of mind when it’s needed most.

The SECURE Act’s 10-Year Rule could dramatically reduce your heirs’ inheritance by forcing accelerated IRA withdrawals—potentially triggering a hidden “death tax.” Learn how strategic Roth conversions and advanced planning can help protect your legacy and minimize taxes on your retirement wealth.

Easily understand the tax implications of ROTH vs Traditional retirement contributions.