Our Spring 2026 financial planning newsletter is now available. It provides perspective on oil prices and the investment markets, as well as background on market volatility and how to think about it as a long-term investor. We also compare who might want to do a Roth conversion from a pre-tax to a Roth account with existing assets vs. make a backdoor Roth contribution with new additions to your retirement savings. In addition, we start our financial myth bustin’ series, share digital legacy planning tips, and more. Click here to enjoy the newsletter.