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Woman with a dog to illustrate a question about retiring at 62 with $1M in a Roth IRA.

Can I Retire With $1M in a Roth IRA?

Kevin weighs in as an expert source in this article about whether you could retire at 62 with $1 Million in a Roth, and $2,250 each month from Social Security.

Image of Kevin Caldwell and Cory Clark to promote a podcast on the complexities of equity compensation and what to do about it.

Prudently Approach Company Stock

Do you know what to do when your stock vests? Listen to this podcast where Kevin  joins Cory Clark to discuss equity compensation and how to manage it.

Young professional looking at stock performance on a mobile device.

Company Stock Strategies

Learn how to manage compensation that comes in the form of company stock by reading this article by Kevin Caldwell and Travis Gatzemeier.

Young professional working in a financial institution.

Good News for Financial Advisors

Enjoy this article that discusses the stability of financial advisory jobs during times of recession. The author quotes Kevin as an expert source.

Stock market ups and downs.

Preparing For a 2023 Recession

This article in the Tampa Bay Times discusses how to prepare for a 2023 recession. The author quotes Kevin as an expert source.

Image of tax prep materials to illustrate an article about taking advantage of low average tax rates.

A Low Average Tax Rate Strategy

With income taxes at a historical low, Kevin shares a strategy for adjusting your retirement savings to protect your financial health in the future.

Image of Kevin Caldwell's appearance on Good Day Tampa Bay to discuss end-of-year financial planning.

End of Year Financial Planning

Watch Kevin’s appearance on Good Day Tampa Bay, where he shares tips for things to include on your end-of-year financial checklist.

Growing stacks of coins to illustrate investing.

Understanding ESG Investing

Environmental, social, and governance (ESG) funds sound smart but are surprisingly contentious. In this article, Jeff and Kevin explain why.

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