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A Hard Conversation Made Easy Throughout previous stages of life, you might have become accustomed to keeping your financial matters fairly close to the chest. Now, however, would be a good time to start involving your family as you develop and effectuate your estate...
Planning Your Legacy & Your Family's Financial Future Estate planning, or legacy planning, can play a critical role in your ability to save for and shape your family’s financial future. While most people think of estate planning as something to be addressed later...
Retirement Tools: HSA Accounts By Kathryn Barnett When planning for retirement, most people do not realize their HSA account is more than a savings account for medical expenses. An HSA account is a triple-tax advantaged health savings account that an individual can...
What is a Backdoor Roth? A backdoor Roth is a strategy for high income earners, where they make a nondeductible contribution to their IRA account and then convert that contribution to their Roth account. *A nondeductible contribution is post-tax.* Who should take...
Countdown to College As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as...