Posts by Dana Sippel, CFP®, CPA/PFS

Post Archive

Supercharge Gifts To Kids With Roth IRAs

Teaching Kids About Money and Financial Education

As the summer winds down, kids are returning to school, pockets overflowing with cash earned from summer jobs/internships.  Is there an opportunity for these summer jobs to begin securing your child’s or grandchildren financial future?  You bet there is, and it has arrived gift wrapped within the tax code in the form of a Roth…

Read More

Biggest Mistakes When Buying a Vacation Home

It’s your favorite time of year to travel to fun, fantastic retreats with family and friends.  You have the best times and create wonderful memories at____________(you fill in the blank) seaside, lakefront or ski resort.  You’re certain that these beautiful times can be repeated regularly and forever if you spend more time at that cherished…

Read More