Posted on Wednesday, June 20, 2018 by Lou Trivisonno
If you’ve been thinking about converting your traditional IRA to a Roth IRA, this year may be an appropriate time to do so. Because federal income tax rates were reduced by the Tax Cuts and Jobs Act passed in December 2017, converting your IRA may now be “cheaper” than in past years.
Posted on Friday, June 15, 2018 by Robert Coode
Getting married is an exciting time for a couple. However, along with this excitement comes many challenges. One such challenge is how to manage your finances together.
Posted on Friday, June 15, 2018 by Bob Coode, CSA®
There are several reasons people may use a debit card for regular expenses and a credit card for “extras.” However, when deciding which card to use, you should be aware of other differences.
Posted on Friday, June 15, 2018 by Michael Granito, MBA
If you’re the parent of a high school student who’s looking ahead to college, it’s important to have a grown-up conversation with your child about college costs. A frank discussion can help both of you get on the same page, optimize the college search process, and avoid getting blindsided by large college bills.
Posted on Monday, May 14, 2018 by Skoda Minotti News
If you receive Medicare, you will be getting a new Medicare card in the mail. To help prevent fraud and fight identity theft, Medicare is removing Social Security Numbers from Medicare cards. Your new card will have a new Medicare Number that’s unique to you.
Posted on Wednesday, May 9, 2018 by Robert Coode
Dividends have long been popular with retirees and others who are looking for regular income. But focusing on dividends can be appropriate for almost any investor, especially if dividends are reinvested to purchase additional shares.
Posted on Tuesday, April 24, 2018 by Bob Coode, CSA®
No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. We provide four considerations to help you get started.
Posted on Wednesday, April 18, 2018 by Robert Coode
Creating a budget is the first key to successfully manage your finances. Knowing exactly how you are spending your money each month can set you on a more clear path to pursue your financial goals.