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Can I Convert My Traditional IRA To A Roth IRA In 2018?

As a financial planner, when I sit down with my clients, the question invariably comes up as to whether it would be a good idea to convert a traditional IRA to a Roth IRA. As I consider carefully each of my client’s unique financial circumstances, my answer is usually, “It depends." With the passage of the Tax Cuts and Jobs Act in December 2017, converting your IRA may now be "cheaper" than in past years. At Brighton Wealth Management, we are a fee-only RIA fiduciary and proudly dedicate ourselves to serving your financial planning and retirement goals.

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How Much Risk Can You Take?

I’ve dealt with the concept of risk every day for more than 30 years. When I work with a client on their financial planning and managing their wealth, it’s amazing how everyone seems to love to take risk when the financial markets are rising and it’s equally amazing how quickly they become conservative when markets decline. Your capacity for risk generally depends on your current financial position (income, assets, and expenses) as well as your age, health, future earning potential, and time horizon. At Brighton Wealth Management, we are a fee-only fiduciary and proudly dedicate ourselves to serving your financial planning and retirement goals.

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Don't Wait To Ask Parents These Important Questions

Talking with aging parents (and grandparents) about their finances and health may seem a bit difficult, however, it needs to be done, especially in the retirement planning and financial planning process. Above all, exercise patience! At Brighton Wealth Management, we are a fee-only RIA fiduciary and proudly dedicate ourselves to serving your financial planning and retirement goals.

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Marriage & Money--Taking A Team Approach To Retirement

To be successful saving for retirement, couples need to approach it as a team effort. One of the most fascinating things I’ve noticed working with financial planning and retirement planning clients over the years is how couples tend to have different investment risk tolerances. One is usually conservative and the other more aggressive. It is still possible to craft a unified retirement strategy. To make it work, open communication and teamwork are especially important when it comes to saving and investing for retirement. You don’t get a “do-over.” At Brighton Wealth Management, we are a fee-only fiduciary and proudly dedicate ourselves to serving your financial planning and retirement goals.