What's In Your Estate Plan?
This article will help your clients understand the basics of an estate strategy and what needs to be included.
4 Steps to Take When You Inherit an IRA
Whether you inherit an IRA from a spouse or non-spouse there are important steps to execute as an heir and details to address along the way.
Homeowners Insurance 80/20 Rule
What are Health Savings Accounts and How Should They Be Used?
When paying health insurance expenses, Health Savings Accounts can be a very efficient option. If you're wondering if this is the right option for you, read more to find out their common uses and advantages.
Understanding the Hidden Costs of College
The cost of college isn’t just limited to tuition and books. There are many extra expenses that can tend to catch people off guard, like tutoring sessions or club membership fees. Use this list to work towards creating a more accurate financial plan for yourself or your child entering college.
Roth vs. Traditional IRA: Which is Better for Me?
When reviewing the key differences between Roth and Traditional IRAs, it’s important to ask yourself: “When is the most advantageous time to pay tax on my income?”