How to Be a Happy Retiree! By Laura F. Redfern, CFP® Fidelity conducted a survey of recent retirees and found that, while a majority of seniors reported that they were enjoying retirement, a whopping 57% said they “wished they had done more planning” in preparation for retirement. Sounds like a …
Taking the Fear Out of Finance with Laura F. Redfern, CFP® 7 Things You Should Know About… Roth IRA’s Brush your teeth, eat your veggies, contribute to your Roth IRA… most of us would agree these are good things to do. And yet most of us, if pressed, would also …
Making Life Less Taxing with David Featherston, CPA: Year-End Deadline for Roth IRA Conversion… Read All About It! This is the time of year to contemplate funding an IRA for 2013. You have until April 15, 2014 to fund an IRA, but you may wonder which type of IRA – …
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 …
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 …
Taking the Fear out of Finance with Laura Redfern, CFP®: On the first day of Christmas, my grandma gave to me… a contribution to a 529 college savings plan! OK, that’s probably not the version that you enjoyed singing as a child, but it could be a great gift idea, …
Taking the Fear out of Finance with Laura Redfern, CFP®: I recently had a client tell me that the best financial advice she had ever received was to NEVER get into credit card debt. Sure, we all know that carrying credit card debt isn’t smart. Or fun. Or glamorous. In …
