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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How to regain control in a world of uncertainty

How to regain control in a world of uncertainty

It seems not a day goes by without us learning about a scary new event happening in the world. Inflation, markets down, wars…the list goes on. It’s understandable to feel overwhelmed by so many seemingly insurmountable challenges. It can feel as if we’ll never get through it. However, giving ourselves permission to let go of the things we can’t influence is exactly what can help us regain a sense of control in our lives. 

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