Shawn Phelps

Plante Moran Financial Advisors’ Matthew Coursen, CFP®, CPWA® shared his thoughts on whether claiming Social Security at full retirement age to invest the benefits is a smart strategy — and why the decision is more complex than it may seem. Read the full article via Money. https://ow.ly/olO150YhPOK

Before you take the steps for a Roth conversion, it’s important to ask yourself three key questions. Tim Steffen, Director of Advanced Planning at Baird, breaks down how to evaluate whether a Roth conversion is really in your best interest. https://lnkd.in/gTU_kVkw

Before you take the steps for a Roth conversion, it’s important to ask yourself three key questions. Tim Steffen, Director of Advanced Planning at Baird, breaks down how to evaluate whether a Roth conversion is really in your best interest. https://lnkd.in/g7KkzSxG

Women often face unique financial challenges in retirement, from longer lifespans to higher healthcare costs and time spent caregiving. But with the right plan, retirement can truly be your time. Baird’s Retirement Guide for Women walks through the key building blocks of retirement planning – helping you understand where you are today and what steps can help you feel more prepared for the future. Because confidence doesn’t happen by chance. It happens with a plan. Check out the full guide: https://lnkd.in/ggXgH5Ha

Women often face unique financial challenges in retirement, from longer lifespans to higher healthcare costs and time spent caregiving. But with the right plan, retirement can truly be your time. Baird’s Retirement Guide for Women walks through the key building blocks of retirement planning – helping you understand where you are today and what steps can help you feel more prepared for the future. Because confidence doesn’t happen by chance. It happens with a plan. Check out the full guide: https://lnkd.in/gFuPv-94

Gold and Silver have risen sharply. Baird's Market Strategist Mike Antonelli looks at why this is and whether you should act on it. #thegodfreymazurekgroup #financialplanning #wealthmanagement #investing #retirementplanning https://lnkd.in/gAHx6zn6

Roth IRA conversions can be a smart way to build tax-free retirement savings — but they require a tailored approach. Consider your cash flow, tax bracket, and estate planning goals. Read Plante Moran Wealth Management’s article to learn how this strategy could support your long-term financial success. #RothIRA #WealthPlanning https://ow.ly/xLjc50XbhRH