What to expect “financially” when you’re expecting

Having a baby is one of the most awe-inspiring moments in most people’s lives, truly a time of profound emotion and personal joy. However, that joy also comes with financial complexities that can be dealt with by planning ahead.

Volatile markets create Roth IRA conversion opportunities

Volatility creates Roth IRA opportunities

As stocks dip this year, some investors are taking advantage of the market volatility by converting their traditional pre-tax IRAs to a Roth IRA.

Market volatility can create tax-smart opportunities

Although periods of market volatility can often create investor anxiety, the gains and losses incurred during up and down markets can be leveraged to work together to minimize the taxes investors pay on capital gains.

Wedding planning: Critical financial tips

It's a fact; couples in the US are marrying later in life, especially college educated professionals. As a result, both partners have often begun to save, invest, and accumulate assets. Premarital financial planning has therefore become extremely importan

College checklist: Five tips for parents

College planning

Sending your young adult off to college or university can be both scary and exciting, even in the best of times. These tips may help you help your child navigate some important financial planning and life issues.