Suncrest Advisors
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A Goodbye to Summer
A crisp breeze bites the warm summer. Each remaining warm day is an invitation to bask in the season's waning glow, a chance to relish the lingering warmth before [...]
2 Ways to Take Care of Debt in Retirement
The unfortunate reality is that many Americans are now headed into retirement with some amount of debt.[1] In 2016, almost 61% of Americans were moving into the retirement stage [...]
The Ultimate Guide to Being Your Own Barista
As a coffee aficionado, there's a special kind of satisfaction that comes from crafting your own perfect cup of coffee. Whether it's French press, pour-over, or Chemex, each method [...]
The Role of Charity in Your Retirement
Everyone wants to give back in one way or another. After you’ve spent your whole life working, you may find that in retirement, you want to give some money [...]
The Cognitive and Social Benefits of Board Games in Retirement
As we age, maintaining cognitive health becomes increasingly important. Playing board games like Scrabble, chess, Monopoly, dominos, and poker can have significant benefits for seniors, helping them stay mentally [...]
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 [...]
