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 | Jul 14, 2020 | Behavioral Finance, Retirement, Retirement Income Planning
Because it is Retirement Planning Month, retirement income planning is on my mind. No, not my retirement, (but it is never too early to start planning for retirement!). Recently though, I thought about Retirement Income Planning when I was setting up a pool in my...
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...
