Another Use for a Roth IRA
Did you know that a minor child can have a Roth IRA? Of course, the child can only contribute as... Read More
Financial Planning, Parents w/ Young Children Financial Planning
What is a 529 Plan?
A 529 plan is a tax-free account established for the express purpose of paying the expenses of higher education for... Read More
Financial Planning, Parents w/ Young Children Asset Allocation Basics
Do you know the old saying, “don’t put all your eggs in one basket”? If so, then you’ve had your... Read More
Financial Planning How Does a Reverse Mortgage Work?
We all know how regular mortgages work: you borrow money from a bank to purchase or refinance your home, and... Read More
Financial Planning Do You Need an Asset Protection Plan?
What would happen to your real estate or your bank accounts if someone sued you and won the lawsuit? If... Read More
Estate Planning, Financial Planning The True Value of a Parent
Many young families, especially those where only one spouse is the breadwinner, keep only a minimal amount of life insurance.... Read More
Financial Planning, Parents w/ Young Children Annuities 101
You hear about annuities all the time, especially in association with retirement planning, but do you really know what one... Read More
Financial Planning