Are you a good candidate for a Roth conversion? Alan walks you through all the details to consider.

66% of wealthy people use an advisor. Why? Is it because they are already wealthy, or does the advisor make them wealthy?

Building a financial plan gives you a Financial Game Plan to age 100, and it helps to maneuver through the ups and downs you might see in the next 20 to 30 years.

It's time to see a financial advisor to talk about retirement. What do you need to know? What papers should you bring? How long should this take? What questions should you ask?

Many investors believe having 10 mutual funds or a S&P 500 index fund makes them diversified. Alan shows how that is not really true.

The strategies that President Trump used to reduce his tax bill are available to you. Do you want to use them?

Should the upcoming election mean you should be doing anything different with your retirement accounts?

The classic movie line was "Greed is good". What positive lesson can we learn from that and this market?

Many of us have an old 401k from a previous employer. Alan explains some of the options that you may not know about.

In just over a year, there will be a new number added to your 401k statement, and it's more important than your account balance.