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Wealth and Family

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
Financial PlanningFinancial Planning for CouplesFinancial planning for new parentsFinancial tips for expecting parentsInsuranceWealth and Family

When Should You Get Life Insurance?

Contrary to what an insurance salesperson may tell you, not everyone needs life insurance. So who needs life insurance and when should you buy it? In general terms: some single people may need life insurance, individuals or couples with young children almost always need life insurance for a period of…
September 21, 2016