Millennials. You’ve grown up in an ever-changing world of technology, pop culture and reality TV. Ask any other generation, and their list of career options
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Estate Planning with Roth IRAs
Legacy and estate planning with a Roth IRA may sound like a no-brainer. Roth IRAs intrinsically make phenomenal transfer of wealth vehicles. With reduced estate
Focus on Your Financial Goals in 2015: That Means Now!
You’ve read all the New Year’s resolution money-advice articles with their suggestions, sometimes trite, “Skip your morning coffee and save a fortune!” and sometimes vague,
Resolve to Plan Your Estate Wisely
Fifty-four percent of Americans planned on making a financial resolution for 2015. According to a new poll by GOBankingRates, as reported in the Las Vegas
Have Your ICE Ready!
Most families I have met over the years needed some general guidelines regarding what to have in place and how to know to accomplish this
Make It a Very Happy New Year
Each year millions of Americans ring in the New Year resolved to make better financial choices for the year ahead. Here are five essential tips
Roll (over) with the IRA Changes!
Retirement planning can be extremely difficult as individuals are tasked with planning for an uncertain time period. In many ways, retirement planning is like trying
Financial Success in The New Year / York, PA
So what is the No. 1 thing Americans need to do to find success with their money in 2015? They should be looking ahead to
Do You Get An “A” for Your Retirement Planning? / York, PA
In survey after survey, Americans have not scored well on retirement literacy tests. But a new survey of Americans ages 60 to 75 says 80
Answers to Questions about Roth IRAs / York, PA
The decision to execute a Roth conversion and generate taxable income is more complicated than it may seem at first blush — especially when you
Money Tips for Families / York, PA
Between life insurance, wills and other financial tools, many parents of more meager means can also take steps to make sure their kids will be
Hey, Let’s Talk About Death! York, PA
No one really wants to talk about death. But physical death is inevitable, for everyone. The death of a spouse, family member or close friend