Retirement planning, investing, fee-only fiduciary advice, wealth and tax strategy from Byron Studdard, CFP® — written in plain language.
A Roth IRA Conversion can create tax-free retirement income, but the timing matters. Learn how to weigh taxes, Medicare costs, and your legacy plan today.
Where is the stock market likely to go next? While no indicator can predict the future with certainty, support and resistance lines provide valuable clues about where buyers and sellers are likely to step in. These price levels are among the oldest tools in technical analysis, helping investors make more informed
Defy conventional wisdom in your retirement planning Most Americans fail to save and invest accordingly for retirement. By Byron L. Studdard, CFP ABC News August 4, 2017, 2:41 PM — Putting away money for retirement is so difficult for many people that they fail to focus on how fast they’ll spend it
5 Questions to Ask Before Refinancing Your Mortgage Byron L. Studdard, CFP August 9, 2016, 3:31 PM — The mortgage checks most homeowners write every month serve as a regular reminder for them to look into potentially refinancing their mortgages at a lower rate. If that’s not enough of a reminder, the
Many people are in a headlong rush to claim their Social Security benefits as soon as possible but, depending on their situation, this haste may be making waste. Precisely when you should claim these benefits is a complex question. The answer depends on various personal factors and running the numbers to
Byron’s free financial planning eBook covers retirement strategy, investing, wealth preservation and tax-efficient planning.
