‘Kiddie’ Tax Advantages
June 27, 2022  | By David Lowe

Tax considerations are a key part of a successful financial plan, and that’s true of minors as well as adults. A previous blog post explored Roth IRAs as investments to position young workers for future tax savings. However, a child’s…Read More

Roth IRAs for the Kiddos
May 5, 2022  | By David Lowe

How your teenager (or even younger child) can benefit from a Roth IRA You have a high-achieving teenager who balances high school studies, chores and extracurricular activities with part-time work. Or maybe your college student took a job to help…Read More

Taking Advantage of the New Student Loan Freeze
January 3, 2022  | By David Lowe

The Biden administration has announced it is extending the pause on federal student loan payments until May 1, 2022. If you have federal student loans, how can you take advantage of this relief measure? Add to your emergency fund. It is essential…Read More