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 Natalie Walker | Feb 22, 2021 | Financial Planning, Retirement, Retirement Income Planning, Uncategorized
Did you know that you can have an IRA account for each spouse even if one spouse doesn’t earn an income? You need earned income to contribute to an IRA (individual retirement account) but one exception is a Spousal IRA. A Spousal IRA is when one spouse contributes to...
by Natalie Walker | Feb 17, 2021 | Financial Planning, Retirement, Retirement Income Planning, taxes
“Should I contribute to a Traditional IRA or a Roth?” is a question I hear often. And unfortunately, the answer is: it depends. There are a few things to consider when deciding what type of Individual Retirement Account you should invest your money in. Below are the...
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...
by Shari Rash | Jan 7, 2020 | Behavioral Finance, Finances, Financial Planning, Retirement
Winter vacation is over and we are back in the swing of things! This winter break I decided to do something I swore I would never do: drive to Florida. I needed a vacation and some fun in the sun! With the addition of twin babies, flying with four children, a double...
