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Should You Choose a Traditional or Roth IRA?

February 15, 2018 / 5:17 pm
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With tax season just around the corner, it may be a good time to start thinking about your IRA contribution status. IRAs are a great way to supplement retirement savings plans that are offered through your employer, and the tax benefits are a great feature that you should optimize. Choosing between a Roth IRA and a traditional IRA can be …

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How to Plan for Elder and Long-Term Care

February 13, 2018 / 3:11 pm
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Placing a loved one in an eldercare or long-term care facility is an emotionally draining event. Even more so, the cost of assisted living can be astronomical. Add this expense to other pressing financial considerations like college tuition, retirement planning, and debt consolidation, and emotions can run high. By having a conversation well in advance of any decisions that have …

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Financial Planning for Women

February 8, 2018 / 5:00 pm
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There is a prevailing wind in the investment management and financial planning world to offer services that are targeted to women. Big companies like Morgan Stanley and Northern Trust regularly sponsor small group sessions covering investment strategy, financial planning, and economic outlook for a female audience. While upping your game in terms of financial literacy is never a bad thing, …

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Do I Really Need Life Insurance?

February 6, 2018 / 4:59 pm
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Life insurance can be expensive and hard to come by. The older you are the more costly the premiums are, and many plans require comprehensive medical reviews and lots of paperwork. According to the 2017 Insurance Barometer Study, by Life Happens and LIMRA,  41% of Americans do not have any life insurance, and of those that do, 33% carry only a …

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College Payment Planning

February 1, 2018 / 5:50 pm
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Now is the time of year when high school students across the country will begin hearing from colleges and universities that they hope to attend. While this can be a very exciting time for families, it can also be very stressful, bringing into sharp focus the cost of higher education. Just like retirement, it’s never too early to start saving. …

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