Colin Scott

Before you take the steps for a Roth conversion, it’s important to ask yourself three key questions. Tim Steffen, Director of Advanced Planning at Baird, breaks down how to evaluate whether a Roth conversion is really in your best interest. https://lnkd.in/gvu-c_Fq

Love seeing this recent $pill the Tea episode from Discover Financial Services, let me know what you think of this cute and fun video around finances in the real world. #DiscoverEmployee #SpilltheTea #Finances #Finance #PersonalFinance

Life is a journey that can be unpredictable at times. However, a life insurance policy from United of Omaha can help protect that journey in a variety of ways – now and in the future. Learn more at mutualofomaha.com #lifeinsuranceawarenessmonth

Will you have college costs next year? College costs should be budgeted to prepare for potentially steep education expenses. Read this Discover Financial Services article to explore this goal and more. https://discvr.co/48LL5S7 #DiscoverEmployee #EducationExpenses #CollegeCosts #Budgeting 

Unexpected expenses move to the top of the list of financial concerns for Americans in 2025, according to Fidelity’s annual Financial Resolutions study. What is your biggest financial concern for 2025? #FidelityAssociate

Scammers keep raising the game by perfecting techniques to take advantage of individuals. Looking for guidance on common financial scams to avoid and what to do if you do become a victim of one? Check out this recent article from Fidelity Viewpoints. #FidelityAssociate

According to the 2024 Insurance Barometer Study, 59% of Americans report using some form of social media when seeking information on financial or insurance related topics. *That’s why we’re here! Contact me today to learn more about how Mutual of Omaha can help create financial security for you and your family this September and beyond! Learn more at mutualofomaha.com​ #LifeInsuranceAwarenessMonth ​ *Source: 2024 Insurance Barometer Study, Life Happens and LIMRA

Here’s why harnessing AI and ML, and using the power of the cloud will define tomorrow's businesses.

You can put off taking distributions until you really need the income. Or, you can leave the entire balance to your beneficiary without ever taking a single distribution. 📲(715) 544-1122 For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Nail your next video interview! 🎥✨ From testing your tech to dressing the part, Fidelity’s got you covered with essential tips to shine on camera. Check out their guide for more insights #JobHunt #InterviewTips #FidelityAssociate

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I can help you understand these different account options and how they could fit into your unique financial strategy.

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I can help you understand these different account options and how they could fit into your unique financial strategy.

The market's best and worst days have tended to happen close together, and Wells Fargo Investment Institute's research suggests that missing only a handful of the best days can drastically reduce the long-term average return. This week's chart looks back over the past 30 years to show why investors may benefit from a longer-term perspective during periods of market volatility.