Converting traditional IRA funds to a Roth account under today’s lower tax rates can shield your retirement from rising required distributions, lower your Medicare surcharges, and save hundreds of thousands in taxes for both you and your heirs.

Economic headlines can make it difficult to know what matters and what doesn't. Between interest rates, inflation, artificial intelligence, and changing market conditions, investors have plenty of reasons to wonder what comes next. During our Q3 2026 Economic Update, we examined the data behind the headlines and discussed what it means for long-term investors. Here are three important takeaways.

Discount Tire's 2027 open enrollment brings a new medical carrier, updated PPO and HSA plan options, and valuable benefits beyond healthcare. This guide breaks down key deadlines, helps you compare the PPO plan vs. HSA, and highlights 401(k), dental, vision, and other perks, so you can make confident benefits decisions before the October 23 deadline.

3 unusual estate stories that show why planning matters — from pets and property to real-life outcomes that documents alone may not solve.

An economic update for Q2 2026 and what the numbers truly mean for investors after Vision Based Planning’s quarterly update.