Financial News

The Potential Benefits of Roth IRAs for Children

Most teenagers probably aren’t thinking about saving for retirement, buying a home, or even paying for college when they start their first jobs. Yet a first job can present an ideal opportunity to explain how a Roth IRA can become a valuable savings tool in the pursuit of future goals. Rules of the Roth Minors…

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What is a CDFA®?

The benefits of including a Certified Divorce Financial Analyst® in a divorce. By Brian Watson, CFP®, CDFA®, and Brittney Olinger, CIMA®, CDFA®   Many financial professionals are strong in their fields, yet very few have specialized training in divorce[i]. A Certified Divorce Financial Analyst® professional goes through a rigorous training program to become skilled in analyzing…

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Baseball Lessons That Might Help Change Up Your Finances

Baseball stadiums are filled with optimists. Fans start each new season with the hope that even if last year ended badly, this year could finally be the year. After all, teams rally mid-season, curses are broken, and even underdogs sometimes make it to the World Series. As Yogi Berra famously put it, “It ain’t over till it’s…

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