Establish a Roth IRA It is never too late to start but starting early is best! A Roth IRA offers a unique combination of tax advantages and flexibility, making it an excellent choice for young savers. If one understands and takes full advantage of the power of a Roth IRA early, they could be a […]
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Life happens. Appliances break, car tires need replacing, jobs are eliminated, and many other emergencies can pop up when you least expect them. You cannot control when these will arise, but you can be prepared for them. Start to build your rainy-day funds today. This is an important message for all ages from emerging to
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It is essential to review your estate planning documents every couple of years or when life events change. Not all circumstances require amendments or modifications to your current documents; however, it is always good to look over your directions, appointments and pre-determined plans. If nothing else, it is a good exercise to remind yourself of
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Have you been wondering what to do with a former 401(k) plan that is still held at a prior employer? As you head into year end, now is a good time to review options and make a choice regarding a former 401k) plan … Let us know if we can be of assistance as you
Year-End Task: What to do with a former 401(k) plan? Read More »
What to know about the upcoming housing market shift if you are on the buying side of the equation. The drop in mortgage rates has slightly increased activity in mortgage applications. Home buyers wade back into housing market as mortgage rates fall for fifth week in a row (msn.com). If you are looking to make
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Soon to be Retirees – What to Know When Plans Change You have worked for 25+ years and are approaching retirement, however, a life change arises and brings uncertainty. Maybe it is a loss of employment, a health crisis of a spouse, the kids need you to assist with daycare needs for the grandchildren,
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Financial Tips to Know Early in Life Over the years our clients have made comments about financial decisions or actions they wish they had taken earlier in life. These financial tips to know early in life were compiled into a series of If I Knew This financial advice tidbits. Most often it is our
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Parents with New Kids: What to Know Starting Out Young parents with new kids – what to know starting out. Here are three quick tips for early financial success as you begin the journey. Building a family, thinking about budgets, worrying about college funding and protecting your family’s financial well-being may feel a little overwhelming.
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Graduates with New Jobs: What to Know Starting Out! Three quick tips for early financial success as you start out. Learning a new job, moving to a new place, meeting new faces, and visiting your college friends all takes planning. During this busy time, don’t forget about planning your finances. Financial Tip #1: Create
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Investment and Savings Accounts What type of financial account do you have, and do you understand its tax consequences? During client meetings we are often asked to explain what the differences are between various types of accounts, as well as how they are taxed. Read to learn more about employer plans, IRA’s, college savings
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