Tag Archives: saving
By Matt Crisafulli. We recently celebrated my daughter’s 4th birthday and I think she is finally at the age where she can begin to understand the concept of money, and what it should (and shouldn’t) be used for. For her birthday, while her grandparents got her the toys she REALLY wanted, I went the… Read More »
Written by Matt Crisafulli, EA, CFP® This is part 1 of a 3-part series on readying yourself to purchase real estate. Despite what you may have heard about the desire for home ownership being on the decline, saving for a down-payment on a home is consistently one of the top short-term goals for our clients…. Read More »
It is never too early to start teaching your kids about saving and investing. Here’s a straightforward article written by Geoff Williams of U.S. News & World Report on how to do just that. What Your Child Should Know About Money By Key Ages Image and article originally posted on U.S. News & World Report
1. Can I open a Roth IRA for my kid(s)?
2. What is a target-date fund?
3. How can I tell if I’m paying hidden fees on my investments?
4. Do I need an estate plan?
The unlimited FDIC insurance on IOLTAs is set to expire at Year-End.