By Brian Bloxom, ChFEBCSM This Thanksgiving, I find myself thinking about the moments that truly matter: a laugh with family, a walk in good health, or a meaningful experience that stays with you. At Sentinel Wealth Partners, I see every day that while financial stability is important, …
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5 Questions You Need to Answer 5 Years Before Retirement
By Brian Bloxom, ChFEBCSM Retirement is an exciting milestone, but it can also come with uncertainty. For those approaching this next chapter, taking the time for thoughtful pre-retirement planning can provide clarity and peace for what’s ahead. In fact, a recent survey found that 66% of …
Roth IRA Conversion Benefits: Timing, Taxes & Long-Term Impact
By Brian Bloxom, ChFEBCSM Are you looking for a way to potentially lower your taxes in retirement? Roth IRA conversion benefits might be just what you need. By converting money from a traditional IRA or 401(k) and paying taxes now, you can give your retirement savings the chance to grow …