It’s quite common to put off financial organization and planning as it can be overwhelming and confusing. Most people we meet with have some variation of the following question: What's the right thing to do first?
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The mornings are starting to stay cool, football is back, and retail aisles are covered in pumpkin-everything. This must mean we're slowly moving into the fourth quarter of 2017.
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One of the great joys of our business is that we get to meet and work with hundreds of families in our community. Our profession allows us to get to know them on a different level than many social relationships.
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Much has been written about IRAs, Roth IRAs, 401(k)s, College 529s and various other savings accounts for different goals. All of these account types have distinct savings and tax advantages which match different objectives.
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