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How Can Your Child Benefit from a Roth IRA?

DID YOU KNOW THAT ROTH IRA’S FOR KIDS ARE A FLEXIBLE WAY FOR YOU TO HELP THEM START SAVING FOR RETIREMENT AS SOON AS THEY BEGIN EARNING INCOME? When you think of a Roth IRA, you aren’t usually picturing a child as the owner. But, when you dig deeper, a Roth really is an ideal savings vehicle because they have more than a half-century to watch their contributions grow tax-free.

Retirement Funding
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How to Reverse Lifestyle Creep

Whether you have heard the phrase lifestyle creep or not, the odds are good that you have experienced it either first-hand or indirectly. Another word for it is lifestyle inflation. As you make more money, your apartment or house gets a little bigger, your furniture gets nicer, and dining out becomes more frequent. Then you meet someone special and your family grows from one person to two and then comes baby and…another baby and so on and so forth. The house needs to accommodate more people, the cars need to be safer and nicer and larger.

Insights
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Impact Investing: Pros and Cons

"Society is demanding that companies, both public and private, serve a social purpose. To prosper over time, every company must not only deliver financial performance but also show how it makes a positive contribution to society."- Larry Fink, CEO of BlackRock. Recently, as Impact Investing has gained more attention in the investment world, we have received a number of questions from clients and prospective clients about what it is, whether it is a viable strategy, how it can be implemented into an existing investment strategy and whether we currently offer impact investing strategies to our clients. Given the frequency of these questions, we wanted to share this article to shed some light on the subject.

Investing
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Five Years Until Retirement: Countdown and Checklist

Like the horizon line, retirement was always in view but seemingly far away. Now, that endpoint may be looking a lot closer and more real. Retirement is moving from a someday category to an in less than a decade category and you may find yourself panicking. For years you dutifully looked over your employer match paperwork, checked your savings balances, and maybe even had a financial advisor to help you out. But now the finish line is in sight and you may worry that you are not where you need to be. In this article, we will go over some checklist items to look over to get you on track and restore that peace of mind.

Retirement Funding