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        1,609 results found

        1. 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
        2. Financial Tips for Your Adult Children
          As they get older, you want your kids to thrive on their own earnings, while building toward major expenses like a home purchase, raising their own children and retirement. How do you help them get there?
        3. 4 ways to hit your family savings goals in 2025
          There isn't a single perfect way to approach saving money. Read on for some tips to get started on reaching your family savings goals this year
        4. Making a Charitable
          Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
        5. Worried About a Recession? Make These 8 Money Moves Now
          If you want to shore up your finances in case of recession, here are some money moves you can make now.
        6. 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
        7. Budgeting for a Family
          If you’re expecting your first child, establishing a budget that includes your growing list of expenses is important for helping you manage your
        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. 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
        10. Get a Money Market or CD: how to decide
          Certificate of Deposit (CD) or a money market account. Understanding the purpose of your savings will guide you to the right option, each account type offers distinct benefits tailored to different needs.