Why Roth IRAs Make Sense for Millennials

Decades of tax-free earnings, for starters, plus tax-free withdrawals Younger people tend to be in a lower tax bracket now than they'll be in retirement, which is one reason why Roth IRAs are ideal for Millennials. Roth IRAs don’t get the same upfront tax break that...

Family Business Survival Strategies in an Era of Sweeping Tax Reform

Changes to our nation’s income taxes, capital gains taxes and estate taxes – whether already passed or still in the proposal stage – pose massive challenges for family farms and other family businesses. In such an era, it’s good to know you still have tools at your...

Are You Being Too Frugal in Retirement?

You might be surprised how common it is to be so afraid to spend that you don’t fully enjoy your retirement. But there are things you can do about that. Here are four tips if your fears are holding you back. Getty Images You’ve worked hard your entire life, and now...

Paying off debt, saving money and retirement planning:

How to prioritize your financial goals Determining the best way to ensure your financial security can seem overwhelming. For James and Michelle Bethe, deciding what to do with the $200,000 they had in savings had them at a standstill. As a teacher, Michelle, 36, has a...

October Is Financial Planning Month

Six areas of personal finance to review. When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity...

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