FINANCIAL PLANNING

LEARN MORE WITH THE CONVERSE TEAM

We’re here with resources for the most talked about financial planning topics. Click a link below to check out recent Converse Team news, relevant industry articles and helpful planning videos.

RESOURCES

The Power of Giving: Charitable Giving & Donor Advised Funds

Learn a clear understanding of how Donor-Advised Funds (DAFs) work, including their advantages over traditional private foundations.

Solo 401(k)

Discover the tax benefits and contribution limits of Solo 401(k) for self-employed professionals and small business owners.

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.

Forbes Names The Converse Team as Best-in-State Wealth Management Teams

The Converse Team Financial Services is proud to announce its recognition as one of the Forbes Best-in-State Wealth Management Teams.

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.

Fiduciary Training & Best Practices Webinar

Fiduciary Training and Best Practices webinar presented by Eric Dyson, Experienced Witness and ERISA Plan Keynote Speaker.

Money Market Accounts

Learn more about Money Market accounts with financial advisor, Adam Eilert.

UTMA vs 529 Plans: Which Is Best for You?

Watch Adam Eilert explain the difference between UTMA and 529 plans and help you decide which one suits you best.

Saving on a Valuable Education (SAVE) Plan

Adam Eilert discusses Income-driven repayment (IDR) plans to student loan borrowers seeking more manageable monthly payments.

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.

Mastering Student Loans 101: Consolidating vs Refinancing

Gain a deeper understanding of financial strategies and empower yourself for a stronger financial future with Adam Eilert.

Mastering Student Loans 101: Federal Student Loan Repayment Options

Adam explores loan repayment options for federal student loans, providing valuable insights to help you navigate your financial strategy.

Mastering Student Loans 101: Paying off your Student Loans Early

Unlock the secrets to early student loan payoff with Adam Eilert and explore effective strategies and practical tips.

Mastering Student Loans 101: Types of Student Loans

Join financial advisor Adam Eilert in this introductory video, where he breaks down the different types of student loans.

SIMPLE IRAs

Brandon Converse, Financial Consultant discusses SIMPLE IRAs.

529s and Student Loan Repayments

Brandon Converse, Financial Consultant discusses how 529 Education Savings Plans can be used to repay a portion of student loans.

WE ARE HERE FOR YOU

If you are looking for an independent, trustworthy financial advisor, look no further than The Converse Team. Call us today to speak with an advisor. We’d be happy to set up a time to talk and send you on the right path to achieving your goals.