Staying On Track

How Do I Know If I’m On Track You’re saving and investing.  You feel that you are working towards your financial goals.  But how do you know? Here are FIVE quick steps you can do to “take your financial pulse” and help make sure you stay financially healthy. Check Your …

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 …