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  1. Deciding What To Do With The 401(k)s You Left Behind
    If you’ve changed jobs throughout your career, chances are you have at least one or two 401(k)s with former employers. If you’re like most people, you’ve probably been unsure about what to do with that money and just left it in the plans. Now that time has passed and your financial decisions are more deliberate, you ma
  2. Teaching Kids About Money: 5 Concepts to Know
    When it comes to kids, money habits are ingrained by the age of seven?1 In fact, you can start introducing money concepts to kids as young as three years old. Remember, though, that even as you introduce money topics early, lessons need to be age appropriate. And, parents with older kids, don’t despair – habits can be
  3. Debunking The Myths About Self-Directed IRAs
    Founder/CEO of Next Generation Trust Company, a trust company specializing in custodial & administrative services for Self-Directed
  4. Choosing a Bank
    Purchasing a practice is one of the most important decisions of your professional life. That’s why the process of building the right team to guide you
  5. 4 Tips for Planning for Financial Emergencies
    You never know when something might happen or how much it will cost. Here are some tips to help you prepare financially for the unexpected
  6. 3 Financial Tools We Should All Be Thankful For
    The holidays are a great time to take stock of the things that make life worth living -- family, friends, and the hobbies we enjoy. They're also an ideal time to express gratitude for the tools that make our financial lives easier. Here are a few in particular that are really worth celebrating. 1. 401(k) plans Saving f
  7. The New 2024 Health Savings Accounts (HSA) Limits Explained
    A Health Savings Account, often called an HSA, allows you to pay for some medical expenses with tax-free money.
  8. 5 Roth IRA Rules You Must Know Before Opening An Account
    I’m a big advocate of the Roth IRA. I love to talk about it, and I recommend it to anyone who’ll entertain the conversation. But what I discovered is that a lot of people don’t understand the full extent of what a great investment vehicle the Roth IRA is. As well, many who do have it are completely unaware of how best
  9. Have You Joined the “Great
    Have You Joined the “Great Resignation?” What to Do With Your 401(k)Workers everywhere have been fleeing their jobs in droves. If you’ve joined the
  10. When Choosing Joint Or Separate Bank Accounts, Here Are Some Key Considerations
    Financial management is one of marriage’s most critical yet tricky parts. How you and your spouse handle money can significantly affect how you get along.