Last week, we reviewed a book on children, money and values. One topic the book covered was saving for kids’ needs, which typically included either education or providing them a nest egg post-college. The book… Read More
Roth IRA or Traditional IRA – What Works Best for You?
One of the questions clients ask most often is whether they should invest in a Roth IRA or Traditional IRA. There is no one right answer – as with most issues in financial planning, it… Read More
Financial Advisors: An Inheritance Investment Case Study
In last week’s post we outlined issues to consider when it comes to investing an inheritance. This week, we’ll look at a case study for someone receiving an inheritance. We believe financial advisors should keep… Read More
June 2010 Newsletter
As I’ve discussed in previous newsletters, there have been a number of changes to tax laws in 2010, and there are none that are likely to have a wider impact than changes to Roth conversion… Read More