Roth Conversions: The Best Way to Pay the Tax Bill

Author: Danny J. Noles

The decision to do a Roth conversion usually gets all the attention. You run the projections, look at your bracket, weigh the years ahead, and...
Most people assume that investing success starts with how much money you have. In our experience working with clients across Birmingham, it actually starts somewhere...
Required Minimum Distributions don’t ask whether you actually need the money. Once you reach the applicable age, the IRS requires you to withdraw a set...
Social Security decisions are often framed as a single question: “When should I start drawing benefits?”   That question matters, but it can also be...
Happy “America Saves Week!” Guest: Shikha Narula, Head of Consumer Deposit Products at Bank of America Key Takeaways from the Interview:
Planning for retirement isn’t just about saving—it’s about having a strategy. In this episode of Understanding Money with the Noles Group, Matt McClure joins Danny, Parker,...
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are...
Spring has arrived, and while your home gets its annual refresh, your finances might be collecting their own quiet clutter… First, clean up your accounts...
Spring isn’t just for cleaning closets—it’s the perfect time to tidy up your retirement finances and discover money you may have forgotten about. In this...
Losing a spouse is one of life’s most difficult experiences—and it often comes with an unexpected financial shock. In this essential episode of Understanding Money...