IRAs in a nutshell

We often get asked, what’s the difference between a Roth IRA and a Traditional IRA? There are several key differences. Here are THREE YOU SHOULD KNOW: Taxation. It’s basically a question of “now or later?”. With a Traditional IRA, you get a tax break today and you pay taxes later …

3 Things You Should Know About… GIVING THE GIFT OF EDUCATION (part 3)

  Taking the Fear out of Finance with Laura Redfern, CFP®: 3 Things You Should Know About… GIVING THE GIFT OF EDUCATION College savings strategies can be complex, and should be customized to your particular situation.  I hear a lot of questions about making educational gifts at this time of …

3 Things You Should Know About… GIVING THE GIFT OF EDUCATION (part 2)

During this magical time of year, I hear a lot of questions about making educational gifts. So I’m breaking up my “3 Things You Should Know About…” blog into 3 parts to address the 3 Most Common Savings Gifts. Wednesday’s post, Part 1 addressed government savings bonds. Today, Part 2 …