Category Archives: Finance

The Advantage of Roths In Your Portfolio — With Kelly Boyd

Is your retirement plan set up so that you know that your money will last in a tax-favored way?

In this episode, Matt Halloran speaks with Kelly L. Boyd, AIF®, a trusted financial planner with InvestWise Financial LLC, as she shares her expertise on Roth conversions. Kelly discusses some of the challenges that clients face when it comes to planning for retirement and answers your questions about how a Roth IRA or Roth conversion can help you achieve your dream retirement. 

In this episode, you will learn:

  • What a Roth IRA is and how it works
  • How the Roth conversion process works for a 401(k), 403(b) and other investment accounts
  • What could happen if you take your RMD from your Roth IRA too early 
  • What could happen if you contribute too much into a Roth IRA
  • The basics of Roth IRA spousal benefits
  • Why is it important to frequently confirm your beneficiary
  • And more!

Tune in to this episode to learn how to include Roth IRAs in your retirement planning! 

Resources: InvestWise Financial | Kelly L. Boyd | Kelly Boyd – Email | (586)-331-3177 | Simply Advised

The Family Estate Organizer With a Heart — With Dean Thurman

What is one of the greatest gifts we can give to the next generation?

In this episode, Dean Thurman AIF®, the co-founder and senior partner of InvestWise Financial, LLC shares a unique gift that will help families prepare and bring them closer together after the loss of a loved one.  

In this episode, you will learn:

  • What the family estate organizer with a heart is and how it works
  • What heart-warming questions and sections are contained in this organizer 
  • How the process works and the beneficial outcomes to family members
  • Why the value of our organizer is so unique compared to other service professionals 
  • And more

Tune in now to learn more about the Family Estate Organizer and how it can bring your family closer together! 

Resources: InvestWise Financial – (289) 594 -8113 | Dean Thurman