Last week I posted about the basics of an estate plan. At the very least your plan will include a will giving you a say of who will inherit your property & who will provide care over your children. If nothing is done the courts will ultimately make the decisions and can be a long […]
Estate Planning 101
The dreaded estate plan. This typically pops up on peoples radars when they have their first child but executing it is another story. Something about the thought of death freezes any actions. Maybe it’s too far down the road for people to act on it but I […]
The Age Old Question: Roth IRA or Traditional IRA?
What to do? There is a lot of chatter on the internet about which savings vehicle is better: Roth IRA or Traditional IRA? The unhelpful answer is: it depends. Everyone has unique situations that makes it impossible to have one size fits all but there […]
The Forgotten Account – Health Savings Accounts (HSA)
When we think about saving for retirement the only accounts that come to mind usually are 401(k), IRAs and Roth IRAs. We very rarely think about the usefulness of a health savings account (HSA). One of the biggest expenses retirees have to face is the cost of […]
Technology is Changing the Game
Technology is changing the way financial planning is conducted and how it’s presented. It has provided advisors efficiencies to handle more but it is also changing the game for consumers. No longer do you have to wait for that awkward conversation with your parents/friends […]
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