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What to Know When Retiring into Uncertain Times

What to Know When Retiring into Uncertain Times Smallwood Wealth Management

There has been a lot of chaos in the market over the last few years, and you may find yourself worried that you’re retiring at the wrong time. You may be worried that you will retire right before the markets and economy turn sour. These are both legitimate concerns, but there are strategies that you […]

The Generic 60/40 Portfolio May Need an Examination

The Generic 60/40 Portfolio May Need an Examination Smallwood Wealth Management

As the holidays approach, you may be rounding up your finances for the end of the year. If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. If you’re using […]

Reexamining the Retirement Investment Portfolio

Reexamining the Retirement Investment Portfolio Smallwood Wealth Management

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well. When it comes to retirement, there’s another aspect of income generation […]

Should I Convert My 401(k) To A Roth IRA?

Should I Convert My 401(k) To A Roth IRA? Smallwood Wealth Management

Let’s say you’ve just changed jobs. What are you going to do with your 401(k)? You may be able to convert your 401(k) to a Roth IRA, but is that a good option for you? In this article, we’ll talk about what happens when you make this conversion and give you some examples of different […]

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