Why the financial news isn’t all bad

Why the financial news isn’t all bad

There has been a lot of discouraging financial news of late. But don’t despair. There is some positive news as well. Let’s start by looking at interest rates, which are on their way up, quite possibly very significantly so. While the last dozen-plus years have seen...
Inheriting an IRA

Inheriting an IRA

Inheriting an IRA presents a number of choices for the beneficiary. Whether it’s a Roth or Traditional IRA, the rules surrounding the inheritance can be complicated and your decisions can have a significant impact on your financial planning. When the so-called...
What you need to know about FAFSA

What you need to know about FAFSA

If you, or someone you know, are headed to college, be sure to familiarize yourself with FAFSA – Free Application for Student Aid. Regardless of your family’s income, everyone should complete the form, and the sooner, the better, according to financial advisors and...