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Forbes

ForbesInvesting

Figuring Out What To Do With A Windfall

Figuring Out What To Do With A Windfall Whether sudden or expected, a financial windfall can come in many different forms: an inheritance, selling a business, stock options, distributions from a trust, or even winning the lottery. How to best use the proceeds from a windfall depends on a number…
November 20, 2019
Building WealthFinancial PlanningForbesRoth IRASecure ActTax planningUpdated for 2020Wealth and Family

How a Roth IRA Could Make Your Kid a Millionaire

For most parents, it's a trifecta: help your kids learn about investing, save for retirement, and get fast-tracked to becoming a millionaire. It's possible, and surprisingly attainable. Here's how it works: if a teenage or college-aged kid has earned income (i.e. a part-time job), they are eligible to contribute to an IRA, even if…
September 3, 2019
Boston financial advisorBuilding WealthChoosing a financial advisorFinancial PlanningForbesInvesting

You’d Hire a Pro for a Home Renovation, So Why ‘DIY’ with Your Life Savings?

If you have ever hired a contractor, you likely have firsthand experience with how important it is to find the right professional–and just how hard that task can be. In any situation, when you don't know enough about a subject to ask the right questions or completely consider all the…
May 8, 2019