How The 2020 Elections Could Impact You
Briefing of president of US United States in White House. Podium speaker tribune with USA flags and sign of White Houise. Politics concept. 3d illustration

How The 2020 Elections Could Impact You

With a 2025 deadline and shifting political landscape, it may be appropriate for some investors to convert traditional IRAs to Roth IRAs.

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A Roth IRA for Kids . . . You Bet!

Last weekend, we had family movie night at the Cutter household. With teenage girls in the house, it’s not often that we’re all home together on a Saturday night, so…

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Inherited IRAs . . . What You Need to Know

An inheritance can be a wonderful thing. An unexpected blessing that can be a sizeable addition to your bank account. Unfortunately, an inheritance almost always comes with the loss of…

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Understanding IRA Withdrawal Rules

Sitting in the stands at Phoebe’s softball last weekend, I got to speak to the parents of one of her teammates- let’s call them June and David. June and David,…

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A Look Under the Hood of a Roth IRA

These days, I find there’s no shortage of opinions and advice about the best way to save for retirement. The use of social media and other online platforms give anyone…

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Pay Down Debt, Save, or Invest?

As a father of 3 beautiful girls, Maeve, Phoebe, and Sophie, I understand that my job doesn’t end when they turn eighteen. It was easy to see how much they…

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