Roth IRA versus Traditional IRA Proximity Financial Planners

Should You Consider a Roth Conversion in 2026?

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When it comes to retirement planning, one of the most common questions I hear is, “Should I convert my traditional IRA to a Roth IRA?” The answer isn’t always simple, but for some people, 2026 could be an excellent time to consider a Roth conversion.
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What Does a Comfortable Retirement Look Like for You?

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When people think about retirement, one of the first questions they usually ask is, “How much money do I need?” And while that’s an important question, I don’t think it’s the first question.
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Private Credit. What’s Working, What’s Being Tested

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Private credit has benefited from a long stretch of investor demand for income. More recently, performance appears to be diverging beneath the surface.
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A Primer on Dividends

When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that money can be put to two uses...