Perspective

There’s a change affecting Trump/530A Accounts for minor children that may require important action on your part, or on the part of your family members.

Financial Advisor Elizabeth Smith shares her journey to financial literacy

Financial Advisor Joe McRae on how to navigate news headlines

Simple ways to preserve your digital security.

Parents everywhere share a common desire: to create the best life for their children. This often involves planning for their future, and in many cases, planning for college or post-high school technical education…

Having children that are legally adults but still dependents can be a little strange at times. Still, it can be really rewarding to see them stretch their wings and find their way.

As you approach retirement, you begin receiving benefit statements again (remember when we all used to get those every year?) from the Social Security Administration.

One of the most common questions that comes up in my conversations with clients about saving for retirement is whether to use traditional pre-tax contributions or Roth contributions to retirement […]

I grew up in a family that played cards a lot – games like Euchre, Hearts, Spades, 500, Cribbage, Gin Rummy – all the standards. These days, when I play […]