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Our Published Articles
At GoldLine Wealth Management, we contribute our financial and professional insights to well-known publications on topics that matter to you.
Click below to read some of our featured articles.
Retiring Soon? 7 Things You Need To Know About Roth Conversions
If retirement is in the near future for you, you are probably strategizing your savings and retirement accounts to be ready for drawing them down. Some people opt to do a Roth conversion, moving funds from a pretax retirement account such as a 401(k) into a Roth IRA. This allows you to take your distributions tax-free (though you do pay [...]
6 steps not to forget before retiring early in 2025, according to financial advisors
Stocks have mostly roared throughout all of 2024, with the S&P 500 hitting nearly 50 all-time highs throughout the year. The S&P 500 is also up more than 27% for the year as of this writing, and this is after returning more than 26% in 2023.
4 simple ways to free up more money in your budget next year
With lingering high prices from inflation, soaring interest rates on credit cards and loans and the pressure of holiday gifting upon us, cash is tight for many Americans. It doesn't have to be that way, though. According to experts, there are many ways you can free up funds going into the new year and ease that budgetary stress — even [...]
3 Key Signs You Should Take Advantage of ‘Super Catch-Up’ Contributions If You’re a Worker in Your 60s
If you’re nearing retirement but haven’t quite saved enough to enjoy the retirement you envisioned, there might be some good news coming next year. With the passing of the SECURE 2.0 Act, Americans who will be 60 to 63 years old during 2025, and are still working, can make “Super Catch-Up” contributions to their 401(k)s, 403(b), governmental 457(b) plans, and [...]
Long-Term Care Insurance: 10 Things You Should Know
When you imagine your retirement journey, you likely picture trips to the beach, leisurely days with the grandkids and lots of time for hobbies. A lengthy stay in a nursing home probably isn’t part of that vision. Yet nearly 70% of Americans turning 65 will need some long-term care and support.
How to Recession-Proof Your Life
The dreaded "R word" is back on Wall Street. A weaker-than-expected July jobs report and downbeat news on U.S. manufacturing earlier this month raised fears of a coming recession.
Time is running out for boomers behind in their retirement savings — but here’s what you can still do
While some baby boomers are already retired, many of those who are still working face uncertainty over how they will be able to afford their golden years.
How debt relief can improve your credit score
If you're thinking about enrolling in a debt relief program, you may be apprehensive about the impact doing so could have on your credit score. After all, these services may cause your score to fall, making it more difficult to access loans and credit lines with reasonable interest rates and terms in the future.
