Retirement

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…

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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…

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The Fiduciary Rule and Why Donald Trump May Change How You Receive Retirement Advice

Department of Labor Fiduciary Rule on CNBC featuring Barry Glassman

Last year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary” starting April 2017.  Recently the fiduciary rule has made headlines yet again, this time due to Donald Trump’s executive order calling for an investigation into…

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A Review of the Best Personal Finance Calculators

A good personal finance calculator should be simple to use and understand, but still provide valuable information to the user.  These types of calculators are challenging to find: Google searches tend to return a sizable list of tools, but many are attached to a sales pitch or annoying ads. Below is a small list of calculators…

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