Articles from December, 2014


How can college students save and spend money wisely?

December 12th, 2014

College is a pivotal time in a young adult’s life. Students gain a sense of independence that is accompanied by responsibility–especially when it comes to … Read More


Helping Your Parents Manage Their Finances

December 12th, 2014

As the U.S. population gets older, more people, particularly baby boomers, are confronting a dilemma. As parents age, their ability to manage their own finances … Read More


Importance of Timing a Roth IRA Conversion

December 12th, 2014

Conventional wisdom holds that if you convert a traditional IRA to a Roth IRA, you should never pay the conversion taxes from IRA assets. The … Read More


Year-End Charitable Giving

December 10th, 2014

With the holiday season upon us, and the end of one year and the start of another approaching, we pause to give thanks for our … Read More