by Chad Gammon | Jul 27, 2025 | Retirement Planning
When it comes to managing your finances, trust matters. At Custom Fit Financial, we believe your financial advisor should always act in your best interest. That is why we proudly operate as a fiduciary. But what does that really mean, and why should it matter to...
by Chad Gammon | Jul 5, 2025 | Retirement Planning, Tax Strategy
What Does the One Big, Beautiful Bill Mean for Roth IRA Conversions in Retirement? If you’ve been following tax strategy headlines over the past few years, you’ve probably heard a common refrain: convert to a Roth IRA before tax rates go up in 2026....
by Chad Gammon | Jun 28, 2025 | Retirement Planning
Many people believe you need a million dollars to retire comfortably. But the reality is, most Americans retire with far less, and still enjoy fulfilling, financially secure lives. If you’re in your 50s or 60s and feeling behind, don’t panic. At Custom Fit Financial,...
