The Wealth, Well-Ordered Blog

As we celebrate Independence Day each July 4th, we’re reminded of the powerful gift of freedom—freedom won through sacrifice, shaped by courage, and preserved through vigilance. It's more than fireworks and cookouts. It’s a moment to reflect on the liberties we enjoy as Americans—freedom of speec...

Understanding Social Security: The Social Security Fairness Act and the Trust Fund Crisis

As we continue to navigate economic, political, and social challenges, one pressing concern for many Americans is the future of Social Security. In light of the Social Security Trust Fund's projected exhaustio...

What Does “Home” Really Mean?

For some, home is a place to build equity. For others, it’s where children are raised, loved ones are welcomed, and dreams take root. At Quo Vadis Retreats, we believe home is more than a financial decision—it’s a spiritual one. That’s why we pay attention when data...

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Volatility is a feature of the markets, not a flaw.

We know this intellectually, but emotionally, it can still shake us. Market headlines shift by the hour, news cycles stir anxiety, and when portfolios wobble, many investors begin to wonder whether their plan is still sound.

Here’s the ...

The benefits of Roth IRAs are undeniable: earnings and withdrawals are tax-free, and there are no required minimum distributions (RMDs). However, converting your traditional IRA to a Roth isn’t always right. In some situations, it could even be a costly mistake.

Should You Convert to a Roth IRA?

B...