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Open Window's Insight Articles


Applying science and good sense to organize order from chaos


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The SECURE Act and You Thumbnail

The SECURE Act and You

Yesterday, Congress passed the SECURE Act. Since you may hear about this Act as the “Biggest Retirement Bill in More than a Decade” we wanted to share our initial thoughts with you.

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Roth Conversions: What You Need to Know Thumbnail

Roth Conversions: What You Need to Know

While you may have chosen to save using a traditional retirement account, you have the option to switch to a tax-free retirement account at any time. This switch is called a Roth conversion. Who should consider a switch, and who should stay away? We've got your biggest questions answered.

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Protecting What’s Yours Thumbnail

Protecting What’s Yours

Three tools you can use to protect your health and wealth care interests while you are alive: (1) the financial power of attorney, (2) the trusted contact, and (3) the healthcare advance directive (including a living will and healthcare power of attorney).

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Good Advice Thumbnail

Good Advice

In today’s climate of free financial plans, $0 fund pricing and automated investment management tools, you may wonder whether you still need a living, breathing financial adviser.

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