How to Help Professional Athletes Make Their Money Last When They Retire

Sharon L. Klein |
Wealth Planning
Irresistible in attack. Multi sports collage about basketball, American football players and fit running woman. Conceptual photo with running athletes in motion or movement at stadium with sand, smoke

This article was published in the July 23, 2021 issue of MarketWatch. In it, Sharon Klein shares her insights on why many professional football players, and athletes in general, don’t enjoy the long-term financial stability of their dreams. While athletes are making more money than ever, they can be financially vulnerable, potentially depriving them of a secure, long-term financial future.

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2Q 2021 Business Owners’ Outlook: The Rush to Retire

My Business

Our 2Q 2021 Business Owners’ Outlook reveals increased trend to sell. Nearly a year into the COVID-19 pandemic that has devastated our country and economy, business owners are feeling the effects—for better or worse—and taking action. Many business owners are experiencing burnout and  exhaustion, resulting in a high percentage moving to retire earlier or looking to sell their companies.

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Episode 6: Roth IRA Conversion for High Earners

Bradley R. Crockett, CFP®, CEPA™️ |
Emerald GEMs
45305_Emerald GEMS Expanded (002).jpg

June 9, 2020—The global pandemic has created challenging economic times. What strategies can high earners with retirement investments that are currently undervalued, or who expect a low-income year, take advantage of? National Director of Advanced Financial Planning, Bradley Crockett, discusses how this may be an opportune time to convert assets from a traditional IRA to a Roth IRA for long-term tax saving benefits.

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