Roth IRA Conversion in the Era of COVID-19
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an...
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Coronavirus & More
In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through...
Tower Wealth Management Launches New Website
Exciting news! Tower Wealth Management©, Tower's in-house financial group, has launched a new website—towerwealthmanagement.org—an excellent resource for investors. If you're...
A Bucket Plan to Go with Your Bucket List
The baby boomers redefined everything they touched, from music to marriage to parenting and even what "old" means—60 is the new 50! Longer, healthier living, however...
Measuring the Value of a Financial Advisor
Vanguard’s whitepaper concludes that when an investor works with an advisor and receives professional investment advice, they may see a net portfolio return about...
End-of-the-Year Money Moves
Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to...