The straw that broke the camel’s back or the Roth IRA that put your retirement on track? This month it’s the latter! If you aren’t convinced that a Roth IRA will make a difference check this out Continue reading
Videos
When NOT to Buy a House [VIDEO]
Is a new house on your list of resolutions for 2017? The housing market began heating up in 2016 and 2017 looks promising. If you’ll be wrapping up training this summer, should you rush to buy a house before interest rates rise? Continue reading
#TrumpTaxPlanning [VIDEO]
It’s a new era in America and that means tax tinkering for all. Assuming Mr. Trump gets his way with the tax code (read this month’s tip for more), how should you be preparing now to take advantage Continue reading
What is a Roth IRA? [VIDEO]
Boosting your 401k an additional $53,000 sounds like a dream, right? It’s real! If you use this secret weapon Continue reading
Divorcing? Splitting Retirement Accounts- What You NEED to Know [VIDEO]
Considering a divorce? If so, consider your retirement savings and pension plans in play. Continue reading
How to Tell the Difference in Financial Advisors
Can you tell the difference between a “real” financial planner and Continue reading
Who Needs Umbrella Insurance?
Not sure if umbrella insurance is right for you? In this video, Michelle explains Continue reading
How to Start an HSA [Video]
Because of increasing health insurance costs, HSAs (Health Savings Accounts) have become Continue reading
Keys to Investing [Video]
Do you think of investing as a fairly reliable way to secure your Continue reading
Biggest Financial Threat for Boomers
Gray Divorce: it’s a recent trend, it’s expensive, and it can totally Continue reading
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