Tax Deadline Tips for Self-Employed
Self-employed? Mike Converse shares tax tips to meet deadlines, maximize deductions, and avoid penalties.
529 vs Roth IRA
Learn the benefits of 529 plans vs. Roth IRAs for education and retirement savings, including tax-free growth and flexibility.
Understanding 401(k) Rollovers
Explore 401(k) rollover options: leave, roll into a new plan, roll into an IRA, cash out, or combine. Learn about tax implications and penal
Roth IRA: Where The Money Grows
Learn about Roth IRAs: tax-free growth and withdrawals, early investment benefits, and contribution limits.
Financial Fitness for Young Adults and Parents
Learn savings vs. investing, budgeting, job earnings, and funding education to build strong financial habits for a secure future.
So... Life Just Got Interesting
The Converse Team discusses the most common life milestones that have a significant financial impact and how to best prepare and plan.
Money Market Accounts
Learn more about Money Market accounts with financial advisor, Adam Eilert.
Budgeting 101
Essential Budgeting Tips and Tricks with Chris Helmick: A Beginner's Guide to Financial Planning.
Love & Money Webinar
Megan McCoy Ph.D., LMFT, AFC®, CFT-I™ shares insights on the psychology of money and open financial discussions.
8,000 Days of Retirement Webinar
Explore essential retirement insights with Mike Lynch from Hartford Funds in this informative webinar.
Inherited Assets
When inheriting assets such as 401(k)s IRAs, or Trust accounts, it's important to know the tax implications.
Retirement with Multiple Income Streams
Financial Advisor Brandon Converse talks about retiring with multiple income streams.
Social Security Webinar
We explore Social Security topics including claiming strategies, the correlation between taxes and Social Security, and basics of Medicare.
Inflation
Keating & Associates President, Ryan Mann, talks with Wealth Manager, Mike Converse, about inflation's impact on your savings & spending.
Rule of 55
Mike Converse explains the Rule of 55, enabling 55+ individuals to withdraw 401(k) funds penalty-free after leaving their job.
FSA Dependent Care
Mike Converse explains Dependent Care FSAs, helping employees use pre-tax dollars for childcare, adult care, and other eligible expenses.
FSA vs HSA
Discover the differences between FSAs and HSAs, including contribution limits, tax benefits, and which option suits your needs best.
Secure 2.0 Act: 529 to Roth Conversion
Brandon Converse explains the new 529 to Roth IRA conversion under Secure 2.0, offering flexibility and tax benefits for unused 529 funds.
Adulting 102: Purchasing a Home
Unsure about buying a home? Learn to decide between renting or buying and assess your financial readiness to take the leap!
Adulting 101: Budgeting, Savings, Loans, and Credit Scores
Adulting 101: Master budgeting, saving, loans, and credit scores with practical tips to build a strong financial foundation for your future!
