Explore a Roth conversion plan for a 58-year-old widow with $140k consulting income. Gain clarity on timing, taxation, and strategies to optimize your retirement savings.
Cameron Zabko, CFP®
January 6, 2026
Explore gold investment basics, its potential as a hedge during inflation and market decline, and discover why precious metals matter for your financial strategy.
October 2, 2025
Confused about whether to keep or sell your late spouse’s company stock? Discover key factors to help you make informed decisions on managing inherited shares.
October 1, 2025
Learn how the Fed’s rate cut affects your retirement income strategy. Explore steps to manage lower yields and navigate recession concerns effectively.
September 23, 2025
Will moving closer to grandkids wreck my budget with higher housing costs? Explore factors and tips for budgeting your next move.
September 19, 2025
Learn how to smartly invest life insurance proceeds with practical strategies for generating steady retirement income.
September 12, 2025
Overwhelmed choosing a financial advisor who understands grief and the challenges of widowhood? Explore key considerations for supportive guidance.
