Roth IRAs for Kids

It’s that time of year. Students will soon be busy at summer jobs, which means that now is a perfect time to consider funding a Roth IRA. All your child needs is earned income. 

It’s OK to Spend your Hard-Earned Money

Ready to enjoy the fruits of your labor? Discover how to strike the perfect balance between responsible savings and guilt-free indulgence without compromising your financial goals.

It’s time to look at a CD ladder

CDs allow us to lock in interest rates for a specific period of time. CD ladders are a potentially great option for an investor who wants to keep their money safe but have some flexibility in distributions and future reinvestment options.