Cup of Joe
You Can’t Predict the Leaves
Not even the most seasoned investor can tell you when is the right moment. Markets move on their own timeline, just like the leaves.
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My Published Articles
Retirement Planning
Is This the Year to Do a Roth Conversion?
With three months left in the year, you still have enough time to evaluate whether a Roth conversion makes sense before December 31. There are a few important factors to consider before making a decision. At a Glance Some years are better than others for a Roth conversion. Your current income picture is
Cup of Joe
A New Season of Commitment
Football is back in full swing and the feeling that comes with each season never gets old. The crisp air and the sound of the crowd always give me a sense that anything is possible. Whether you’re watching the Vikings or the Gophers, each week is a chance for something amazing to happen,
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Professional Bio
Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in retirement planning.
He is the creator of the TaxSmart™ Retirement Program, a program that combines expert income, investment, tax, healthcare, and estate planning so you can retire without sacrificing your lifestyle.
He believes the best retirement plan takes you, your family AND your financial situation into account. The founder of Secured Retirements Financial, a firm specializing in retirement planning, him and his team have helped thousands of people live their dream retirement.
