Ready to Convert?

 Ready to Convert? One of the best retirement/asset transfer plans around may also be the least understood – the Roth IRA. We love our accountants, as we suspect you do, but sometimes they get too caught up in minimizing taxes today and not thinking enough about the long term. When many of us began saving […]
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Making Ends Meet

Making Ends Meet Many market pundits are predicting that inflation will stabilize at a higher rate than the 2% Fed target. The rationale is that as inflation comes down, the Fed does not want to force inflation to 2% and risk a bad recession. As a result, Inflation is more likely to level off around […]
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Rescuing America’s Safety Net

Rescuing America’s Safety Net A March 2023 survey found that more than 90% of Americans worry about the Social Security program, and about half of those said they worry a great deal.1 A separate survey the same month found that more than 80% of Americans worry Medicare will not be able to provide the same […]
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A Few Key Updates About Required Minimum Distributions

RMD Roundup: A Few Key Updates About Required Minimum Distributions As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum distributions (RMDs). What Are RMDs? Once you reach age 72, you are required to take minimum distributions from your traditional […]
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Now is the Time to Rebalance | Philip Palumbo

Now is the Time to Rebalance | Philip Palumbo In this video, Phil Palumbo talks about now being the best time to rebalance your investment portfolio. Please Click Here to view.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its […]
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What it Means to be Work Optional | Philip Palumbo

What it Means to be Work Optional | Philip Palumbo In today’s video, Phil Palumbo explains what it really means to live a “work optional” lifestyle and how one can set themselves up for this. Please Click Here to view.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered […]
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COVID-19 puts alternatives back in the mainstream

COVID-19 puts alternatives back in the mainstream While economists and market watchers debate whether the bull market in equities is over or just taking a breather, financial advisers overseeing the life savings and financial well-being of millions of retail clients are faced with the more immediate reality of an undefined market and economy. The wild ride of […]
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