30 minute money Stephen Wershing

 Who are the beneficiaries on your accounts and policies? When was the last time you looked?   

There’s a stock market cycle that corresponds to Presidential terms. What does it tell us about what we can expect this year?

A lot can change between when you buy a life insurance policy and when you use it, especially if you are building cash value. Don’t be caught with an unpleasant surprise. Check up on your policy every few years. 

 Spring is a traditional time to clean house. Use that time to clean up your finances as well and make your life easier. Here’s how.

How can you decide when to buy or sell investments? By going back to economics 101 – paying attention to supply and demand. In this episode, we discuss how.

Should you try to convert all your traditional retirement accounts to Roth accounts to save money on taxes? No. Converting them all will result in higher taxes.