Latest News

5 Ways a Roth IRA Can Help Minimize Your Taxes in Retirement August 4, 2021

Read More

Spotting Credit Trouble July 23, 2021

Read More

How Much are you Contributing to Your Retirement? May 28, 2021

Read More

Getting a Head Start on College Savings May 3, 2021

Read More

Rebalancing Your Portfolio April 12, 2021

Read More

Pay Yourself First March 4, 2021

Read More

Preparing For Tax Season February 4, 2021

Read More

How Retirement Spending Changes with Time January 7, 2021

Read More

Year-End Charitable Giving and You December 2, 2020

Read More

The Secret to Moving the Needle on Your Credit November 17, 2020

Read More

5 Ways a Roth IRA Can Help Minimize Your Taxes in Retirement

Glass jar + calculator

1. Tax-Free Withdrawals Money that goes into a Roth IRA is after-tax dollars. Because you’ve already paid taxes on that money, once it is withdrawn, it comes out tax-free. There are some restrictions on those withdrawals if you want to avoid penalties and taxes. But keep in mind, you can withdraw your contribution at any […]

Spotting Credit Trouble

American households with credit card balances carry an average debt of $8,602.1 The wise use of credit is a critical skill in today’s world. Used unwisely, credit can rapidly turn from a useful tool to a crippling burden. There are a number of warning signs that you may be approaching credit problems: Have you used […]

How Much are you Contributing to Your Retirement?

Retirement plan documents laying on desk with glass jar full of money, calculator, pen and glasses on top of it

Do you know what the contribution limits are for your specific type of retirement account? Knowing these limits will help you make the maximum contributions without exceeding those limits and get penalized for over contributing. Making the maximum contribution allows you to save as much money in your retirement account before you get to retirement […]

Getting a Head Start on College Savings

Jar filled with coins with sticker labeled College Fund

The U.S. Department of Agriculture estimates the cost of raising a child to the age of 17 for a middle-income family will be about $285,000.1 That’s roughly equivalent to the median value of a new home in the U.S.2 And if you’ve already traded that supercharged convertible dream for a minivan, you can expect your […]

Rebalancing Your Portfolio

Person balancing on edge of cliff beside ocean

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time, the performance of different investments can shift a portfolio’s intent – and its […]