Roth IRA – 5 Things Retirement Savers Must Know
A Roth IRA is an important part of a retirement plan portfolio and deserve a close look from those wanting to make the most of their…
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UTMA Accounts – What You Need To Know
UTMA accounts provide a way to gift money to minor children. Contributing funds to UTMA accounts constitutes an irrevocable gift. Once you…
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Is A 401(k) Loan The Right Move?
A 401(k) is a retirement savings plan that many people rely on for their future. However, there may come a time when…
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David’s Personal Finance Q&A – November 2017
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…
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Tax Planning Tips For 2025: Do It Now Or Miss Out
Follow these tax planning tips for 2025 and bring your A game at tax time. Most of us don’t even think about…
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Tax-deferred vs Tax-free Investment Accounts
Tax-deferred vs Tax-free is a concept that is key to making good financial planning decisions. Most retirement accounts fall into these two…
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David’s Personal Finance Q&A – February 2017
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…
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Home Ownership – Should I Buy a House or Rent?
At some point, most everyone has asked the question “should I buy house or rent?” Buying a home is often considered a…
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Should I pay off my mortgage or invest?
The most common question I hear from clients, both young and old, is “should I pay off my mortgage or invest?” The…
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Roth 401k Plans Explained: What You Need To Know
The ability to save in a Roth 401k has been around since the Pension Protection Act of 2006. This act allowed businesses…
