Cleveland Financial Solutions

09/17/2026

Are you taking advantage of Roth Conversions? It's time to get a plan.

Can I Do a Roth Conversion With No Earned Income?: Today’s Slott Report MailbagAug 27, 2026By Sarah Brenner, JD Director of Retirement EducationQuestion:Can I convert my traditional IRA to a Roth IRA even though I have no earned income for this year?Answer:While having earned income or taxable com...

09/02/2026

September is Life Insurance Awareness Month. If your family, income, mortgage, business, or financial responsibilities have changed, this is a good time to review your coverage. I can help you understand what you currently have, identify possible gaps, and explore options that fit your needs and budget

08/24/2026

If you worked all your life and have a 401(k) or IRA - HOW are YOU going to manage it when you retire?

A Roth IRA conversion is one way high earners can access tax-free growth of their retirement savings. Consider the reasons for making a lump-sum conversion versus spreading it out.

08/05/2026

What is the biggest risk to your retirement?

The Biggest Retirement Risk Isn’t the Market—It’s Having No PlanJul 15, 2026When people think about retirement, they often focus on one thing: the stock market. They worry about the next downturn, the next recession, or the next headline predicting financial uncertainty.While market volatility...

07/15/2026

For Home and Auto insurance, If you are looking to compare rates you can get a quote from Tucker advisors. I did and it was quite a bit less $$. They compare lots of carriers for the best rates. Click here for a quote:

Not sure what your insurance really covers? Get a free policy review or start new coverage. We compare 40+ carriers to find the best fit for your needs.

04/15/2026

Well? Are you happy or mad on this tax day?

Last-Minute Tax Moves Before April 15: IRA, HSA, and Retirement Planning TipsApr 2, 2026As April 15 approaches, many people assume the window for tax planning has already closed. The truth is, there may still be time to make a few smart financial moves that could help reduce taxable income, strength...

03/13/2026

For Tax tips visit my website blog here:

5 Tips for Making Your 2025 Roth IRA ContributionFeb 23, 2026 By Sarah Brenner, JD Director of Retirement EducationThe tax season is upon us. This is the time when many people consider contributing to a retirement account. You may be interested in the Roth IRA, which offers the promise of tax-free ...

02/24/2026

The biggest Retirement risk you are planning for:

Long-Term Care Planning in 2026: The “Quiet” Risk That Can Reshape a Retirement PlanJan 29, 2026When most people think about retirement planning, they focus on the big three: income, taxes, and investments. But there’s a fourth category that can quietly undo even a strong plan if it’s ignore...

02/24/2026

Are you at Audit risk from the IRS?

A number of tax audits result from preventable mistakes. Here are the five most common audit red flags—and what to do to avoid them.

01/15/2026

What are you doing to plan for 2026:

Heading into 2026: A Smart Retirement Checkup (Without the Overwhelm)Dec 26, 2025As we turn the page into 2026, it’s the perfect time to run a simple “retirement checkup.” Not a stressful deep dive. Just a clear look at a few areas that tend to make the biggest difference—because small adjus...