by Natalie Walker | Feb 23, 2021 | Finances, financial family office, Financial Planning, Retirement, taxes
Roth IRA is a term that I’m sure you have heard before, but may not necessarily understand. So, let’s take a few minutes to talk about them, clarify and excite! A Roth IRA is an individual retirement account. You contribute to a Roth IRA with earned income. What...
by Shari Rash | Dec 27, 2020 | beneficiaries, estate planning, financial family office, Financial Planning, Newsletter
Q4 2020 Ruminations from your Financial Advisor and Money Coach As we are in the midst of the holiday season, beneficiaries are on my mind. You are gathering either in person or via Zoom with your loved ones. Odds are these loved ones are also the beneficiaries of...
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