Blog & Insights
Ideas for your next financial decision
Explore practical perspectives on retirement, income, taxes and the changes that shape your financial life. Start with a question that matters to you, then bring it to a conversation with James Mehok.
Retirement & Income | Taxes & Planning | Life Changes | Working With an Advisor
Retirement & Income
Your Retirement Questions
Find a starting point for the decisions ahead: retirement readiness, replacing employment income, spending confidence and healthcare.
Social Security and Taxes: Coordinating Your Retirement Income
Explore how benefit timing and other retirement income can interact with your tax picture, with questions to discuss with your tax professional.
Healthcare Before Medicare
Consider the coverage and cost questions that can arise between leaving work and becoming eligible for Medicare.
Taxes & Planning
Does a Roth Conversion Make Sense for You?
Review factors that may affect a conversion decision, including current taxes, future income needs and coordination with your broader retirement strategy.
Indiana vs. Illinois Taxes: A Guide for Cross-Border Workers
Living in one state and working in the other raises questions about withholding, filing and credits. Learn what to bring to your tax professional.
Life Changes
Retiring in the Next Five Years: What to Review Now
Organize the financial questions that deserve attention as retirement approaches, from household spending to benefits and investment decisions.
Staying in Your Home or Moving in Retirement
Think through housing costs, lifestyle priorities and the tradeoffs involved in deciding where to live during retirement.
Working With an Advisor
Working With a Virtual Financial Advisor
Learn how phone and video meetings work, how to prepare and what to expect from a free discovery conversation with James.
How We Work
Understand the steps from an initial conversation to developing, implementing and reviewing a strategy around your priorities.
Have a question of your own?
Your first discovery conversation is free and lasts approximately 30–60 minutes. We get to know you, your goals and your current financial picture; no recommendations are made at that first meeting. James responds within one business day to arrange a time.
Request Your Free Discovery Meeting
Or call (219) 400-0485. Phone and video meetings are available; Crown Point meetings are by appointment only.
Articles are for general educational purposes and are not individualized investment, tax or legal advice. Investing involves risk, including possible loss of principal. Consult your tax and legal professionals regarding your circumstances.