With the stock market significantly off from its highs of January and February 2020, many are starting to ask if this is a good time to do a Roth conversion. It might be. Yet there are so many factors to consider before doing a conversion.

In this video, Bill Harris walks you through how to think about if a Roth conversion is right for you.

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A list of thoughtful summer reads

A list of thoughtful summer reads

This is no ordinary summer.In an ordinary summer, I’d be following a lifelong pattern: life would slow down as days got longer. Instead, our schedules were rudely altered a few months ago by a pandemic, and we’ve all had to reshuffle what we did, when, and how, we did...

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