April is Financial Literacy Month and we want to celebrate with you! Bruce and Peg give a short lesson on what financial literacy can do for you.
Questions Answered Include:
- Am I better off paying the tax now on my income or putting it in an IRA in the 12% tax bracket?
- My 90 year old mother has some EE bonds in her safe deposit box. Should these be converted from paper bonds into electronic bonds? If so how do I do this?
Series 7, 53 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License Peg was attracted to the financial services industry early in her career. She feels fortunate to be able to use her 30 years of in-depth knowledge working alongside Preston, the Roundtable™ and their staff to prepare clients for retirement. A lifelong learner, she enjoys collaborating with her team to stay on top of the best practices regarding comprehensive planning....Read More