Articles by Evor Vattuone, CFP®, RIA
Roth IRA Conversions - Taking Advantage of Historically Low Tax Rates
Using the Roth IRA Conversion to Take Advantage of Lower Tax Rates. Now that the elections are over, you may be bracing for tax changes.
Financial Planning for NEW PARENTS
Why do financial planning?
There’s a sad saying amongst financial planners that states; “a great majority of people spend far more time planning for a single summer vacation than they spend throughout their entire lives on financial decisions. ” Financial Planning is the process of determining your goals, and then structuring your money inflows and outflows to best meet your goals.
There’s a sad saying amongst financial planners that states; “a great majority of people spend far more time planning for a single summer vacation than they spend throughout their entire lives on financial decisions. ” Financial Planning is the process of determining your goals, and then structuring your money inflows and outflows to best meet your goals.
New Baby Financial Planning
Preparing Your Finances for a New BabyYour parents might have mentioned at least a couple of times while you were growing up how wonderful and expensive you were. The bottom line? Bringing a child up is a tremendous financial responsibility, and it’s better to plan in advance than deal with a surprise down the line. The U. S.
College Kid's Tips
Top 10 Money Moves for Today’s College Freshman With average college tuition up 6. 3 percent at private schools and up 6. 6 percent at public schools this past school year, money management is a bigger issue than ever on college campuses. That’s why it’s good to send your freshman off to school with a 10-point plan on how to best manage their money: 1.
