So you inherited an IRA – what’s next? Are you aware of the tax ramifications if you take out a lump sum right away? Jason Farris discusses a few rules you should be aware of when you receive your inheritance.
Read more »What’s the difference between leasing and buying a car? Charlie Kerwood illustrates the differences with a graph.
Read more »When working with a financial advisor, it is critical they have the Certified Financial Planner™ designation. Charlie Kerwood gives 4 reasons why the CFP® designation has become the gold standard in financial planning
Read more »Moving or changing residency can be a complex situation. Consider Florida’s property taxes to help provide structure in retirement.
Read more »Did you know you can help your child establish a credit score without risking your own? Jason Farris discusses how to help your child gain a credit score on a secured credit card:
Read more »It is a rare occurrence, but there are times when a 529 account is over funded. Jason Farris discusses your options on how to handle the excess cash.
Read more »