Most people don’t spend too much time thinking about end-of-life planning on a daily basis, but doing so is part of a comprehensive financial planning process. To get you warmed up to the basics of estate planning, this article focuses on two basic tools you have available that make up the foundation of estate planning […]
Whether you currently invest in a Roth IRA or a traditional IRA, both are smart retirement saving and investing accounts that provide the potential for tax-deferred growth. As you may likely know, the main difference between the two types of accounts is how they are taxed. Contributions to a traditional IRA are tax-deductible, meaning every […]
Recently, I talked with a couple of clients regarding their employer-provided disability insurance coverage. One of my goals for 2021 is to increase your awareness of its importance within your overall financial wellness plan. For example, while many of you have some level of group disability coverage through your employer, how closely have you studied […]
