Financial Planning Blog

29 Jan

Traditional vs. Roth IRAs

Both traditional and Roth IRAs can play a part in retirement planning. IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow. IRAs, or individual retirement accounts, are investment...

03 Jan

Keep Your Umbrella Handy

Have a home-based business? Have a teen driver? Consider umbrella insurance. In 2017, the United States had a record 11.5 million millionaires, up from 10.8 million in the previous year. An increase in personal wealth may bring greater financial flexibility; it may also bring greater liability. Individuals...