Suncrest Advisors
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A Strategy Guide for When to Claim Social Security
Deciding when you claim Social Security is a key part of the puzzle for your retirement plan. You can withdraw as soon as you turn 62, but you can [...]
Ancient Money: The History of Banking and Currency
The history of financial tools is a fascinating topic that takes us back to the earliest civilizations. It reveals a remarkable continuity in financial technology across cultures and epochs, [...]
Should I Convert My 401(k) To A Roth IRA?
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 [...]
Up Your Pickleball Game!
Pickleball can be a great way to stay active while in retirement. Whether you're an active player or you're new to the game, this article is for you. This [...]
A Refresher on Estate Planning Basics
Estate planning is a big deal. It’s a way for us to leave what we’ve built over the course of our lives to our loved ones. Gifts of property [...]
A Checklist for a Successful Cookout
Organizing a successful cookout can be a fun but challenging task. Here's some great advice to ensure your event runs smoothly and is a hit with your guests. Preparation [...]
Understanding Your Savings Goal – How Much Do You Really Need to Retire?
“How much do I need to retire?” This is one of the most frequently asked questions in the world of retirement finance. If you don’t have a lot of [...]
Summer Fun for Retirees
Embracing an active lifestyle during the golden years is both rewarding and beneficial for overall health. As the summer season unfolds, it offers retirees an opportunity to engage in [...]
