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Why Your Teenager Needs a Roth IRA Thumbnail

Why Your Teenager Needs a Roth IRA

Your teenager may not get rich mowing lawns or babysitting the neighborhood children, but contributing some of those weekend earnings to a Roth IRA can pave the road to a more secure financial future. Though Roth IRA contributions are not tax deductible, most teens pay little or no taxes anyway, and Roth IRAs will allow their money to grow tax-free for decades.

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What Are the Benefits of Having a Financial Planner? Thumbnail

What Are the Benefits of Having a Financial Planner?

Employing a financial planner is not an inexpensive proposition, so the obvious question is, “Are they worth it?” Morningstar and Vanguard have each undertaken studies to quantify the impact good of a good advisor from an investment standpoint, but true fee-only financial planners can add significant value above and beyond the investments. Many folks want a trusted, objective advisor to help them achieve their goals.

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Two Social Security Spousal Claiming Strategies Being Eliminated Thumbnail

Two Social Security Spousal Claiming Strategies Being Eliminated

As a result of the Bi-Partisan Budget Act of 2015, two Social Security spousal claiming strategies, "file and suspend" and "restricted application”, are being eliminated. Regardless of your situation, these changes point to the importance of saving and planning ahead to ensure you'll have enough retirement income to meet your needs…

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