Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time. Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting
The Cost of Medical Care
The expense of insuring yourself may be minor compared to the price of surgeries and procedures. When uninsured people end up in the hospital, “sticker shock” can follow. Just a quick look at the current
Financial Strategies for Young Families
It’s never too late to start. The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find
A Checklist for When a Spouse or Parent Passes
An overview of some of the fundamental steps to take. When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements
Will Political Changes Affect the Economy?
Election years cause some anxiety. With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will
The I.R.S. Has Enhanced the 2020 RMD Waivers
Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19
What Is Earnings Season?
Financial results are reported each quarter. Every few months, you may hear the phrase “we’re entering earnings season” as you read financial news. But what exactly is “earnings season” and why is it important to
Retirement Plan Options for Small Businesses
The SECURE Act and CARES Act may complicate the decision. As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business
College Funding Options
You can plan to meet the costs through a variety of methods. How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college
Before You Claim Social Security
A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law