30 minute money Stephen Wershing

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.

How did your portfolio perform compared to the stock market? There are good reasons to hope that it did. In this episode we discuss why.

No one enjoys the annual exercise of filing their income tax return. But you can turn it into an opportunity to save taxes in future years