financial planning Archives | Toberman Becker Wealth

Retirement Planning

Is There a Sweet Spot For Doing a Roth Conversion?

Financial advisor Craig Toberman shares expert tips on Roth conversions, including timing, tax impacts & the five-year rule. Learn retirement strategies here.

Craig Toberman, CFA, CPA, CFP® 04/23/2025

Financial Planning

What’s The True Value Of Creating A Strong Financial Plan?

Creating a financial plan is like a blueprint for your finances. We’ll tell you why they’re valuable, and how they can impact your life for the better.

Craig Toberman, CFA, CPA, CFP® 03/01/2023

Investing

Goals-Based Investing: A New Approach to Achieving Your Financial Goals

Goal-based investing puts deeper meaning behind your investment choices and their outcomes. Let’s look at what goals-based investing is and how it can change your outlook on investing.

Craig Toberman, CFA, CPA, CFP® 09/01/2022

Blog

Is There a Sweet Spot For Doing a Roth Conversion?

What’s The True Value Of Creating A Strong Financial Plan?

Goals-Based Investing: A New Approach to Achieving Your Financial Goals