How to Donate Directly From Your IRA
A Qualified Charitable Distribution (QCD) is a donation made from an IRA directly to a qualified non-profit organization. Here are some quick facts about QCDs to see if they make sense for you.
Pet Lions and Planning
At Career Day for 5th and 6th graders, I talked about my job as a financial planner. Uh oh, what if a spending goal is a pet lion?
Does a Spousal IRA Make Sense for You?
As you gather information for your tax filing, you may have heard about Spousal IRAs. How do they work, and are there benefits for you?
The Wild Crypto West
In 1849, people flocked to California, believing they could get rich quick by mining for gold. Today, lots of investors are hoping to make their fortune in the Wild Crypto West. Proceed with caution!
The Juggling Act: Saving For Retirement and College
Part of being a parent is juggling the many things that compete for our time and attention. Here's some strategies to save for both your own retirement and college for your kids.
Protecting Your Pets and Your Wallet
Rescuing Comet, a beautiful young boxer mix, caused Terri Velgara to focus on financial planning considerations for our furry friends.