By Karen McClintock, CFA June 30, 2023 - About four million people will graduate from college this year* and begin establishing careers. For graduates, their relationship with money can change significantly once they have a job and pay their own
Retirement
Planning for Retirement AFTER You Have a Plan
By Karen McClintock, CFA May 7, 2023 - We all know the peace of mind a solid financial plan provides. And we’ve all heard about the need to carry friendships and hobbies into retirement while keeping active. People should start focusing on
Converting to a ROTH? You May Want to Think Twice
By Mallon FitzPatrick, CFP April 27, 2022 - If clients know one thing about the difference between a traditional individual retirement account (IRA) and a Roth IRA, it’s typically that the former enables “tax-deferred” contributions while the
