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Archive for June 2020

Your IRA and Your Legacy

Individual retirement accounts can play a valuable role in the estate planning process. Individual retirement accounts (IRA) are a cornerstone of many people’s retirement savings strategy, and for good reason: the ability to contribute pre-tax income—and to defer taxes until you start making withdrawals—means your savings can potentially grow more quickly than they could in…

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3 Tips for Smart Spending When Staying At Home

The global marketplace is shifting before our eyes. In a matter of weeks, stalwarts of the economy like airlines, hotels, and restaurants have nearly ground to a halt. Consumer spending has taken a nosedive as most of society is being more mindful of where we go and what we spend. We can find examples to…

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