Blog

  Roth conversions can be a powerful retirement-planning strategy. Watch this clip from Retirement University's online course, "Tax-Saving Strategies in Retirement” to learn how Roth conversions could potentially fit into your retirement plan. What is a Roth...

  Retirement is your time to enjoy the things you postponed during your working years. Many of our clients enjoy being able to travel and indulge in the things they have saved for so diligently. Sometimes, paying for a long-awaited trip means withdrawing more...

As spring approaches, it’s a great time to get outside with activities that promote physical health, social connection, and mental well-being. Here’s a list of enriching spring-time activities tailored specifically for you: Nature Walks: Take advantage of local parks...

Your retirement will be as unique as you are. As we work with our clients at TRS, we tend to see our clients' priorities change and evolve throughout their retirement years. When you start to plan for your own retirement, we encourage you to consider four different...

    Introduction: In our exploration of ear health, we've embarked on a journey with Hillary R. Perry, an esteemed audiologist, to unravel the complexities surrounding hearing loss and the diverse world of hearing aids. This comprehensive guide combines...

Are you considering passing down your assets to the next generation? Explore effective strategies for transferring your wealth, initiate the estate-planning process, and discover how estate planning can potentially minimize your tax obligations. Read these tips below...

What Is A Trust? A trust is conventionally employed to reduce estate taxes and can provide additional advantages when incorporated into a carefully designed estate plan. A trust serves as a fiduciary arrangement empowering a third party, the trustee, to hold assets on...

Losing a loved one can feel truly overwhelming. From paperwork to arrangements to finances, the to-do list can be daunting in an already vulnerable time. One of the things that can help ease families' financial burden when a loved one passes is understanding and...

Having a long-term care policy can be a great way to pay for expensive long-term care costs. However, it’s important to carefully consider the tax implications associated with this decision. Travis Johnson, TRS financial planner and educator, helps us explore this...

In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement, otherwise known as the SECURE Act. This legislation seeks to simplify and broaden access to retirement savings for many Americans. Since its passage, the SECURE Act has...