Category: All Articles

Thoughtfully Rolling a Workplace Retirement Plan to an IRA

3 Minute Read When you retire or leave your place of employment, you have the option to leave your money in your company plan, or roll the money to an IRA. The IRA can provide several benefits including more investment options, professional management, personalized…

Retirement Legislation Passes House

2 Minute Read In a 417 to 3 vote, the “Setting Every Community Up for Retirement Enhancement” or SECURE Act has passed the House, and is heading to the Senate for vote.  Here is a brief rundown of the bill’s major provisions along with…

Did the Internet Wipe Out Inflation?

3 Minute Read An interesting theory is making its way through investing circles to explain why inflation and interest rates have remained so low for so long….the internet! Inflation is the rise in the prices of goods and services over time.  Let’s take a look back…

Higher Bank Savings Rates

Ever wonder if there is a way to increase the interest you receive on your bank savings/checking account?  In this low interest rate environment, it’s a great question and one I receive frequently. One of the many great things about our country is entrepreneurship; new businesses…

Saving for a Child/Grandchild

What are some ways that you can save for a child or grandchild, and how do those accounts affect college aid in the future?  Here are two types of popular accounts, details on taxation, along with how they affect college aid in the future….