Resources

Financial Planning

The Counties Where American Children Have the Best and Worst Shot at Upward Economic Mobility

Where you grow up can shape your financial future. Discover how social connections across class lines—measured as ‘economic connectedness’—impact upward mobility, and which U.S. counties offer the best and worst chances for children to climb the economic ladder.

Dec 19, 2023

Tax Planning

Homestead Exemption

If you are nearing or have already reached age 65, how would you like to save $860 a year just by filling out an application and providing proof of your age?

Bill Borders CFP®

Dec 19, 2023

Wealth Planning

IRA or HSA, which should I fund first?

Traditional IRAs have been around since 1974. They provide workers an opportunity to save for retirement on a pre-tax and tax deferred basis depending on your income and whether or not your employer offers a workplace retirement plan.

Bill Borders CFP®

Dec 19, 2023

Wealth Planning

ROTH IRA

We’ve got a great idea! Now that your child/grandchild is wrapping up their summer job for the year you could open a Roth IRA in their name.

Bill Borders CFP®

Dec 19, 2023

Wealth Planning

Social Security

Starting in January 2023 millions of retirees will see the largest cost of living increase (COLA) in over four decades.

Brent Mason CFP®, CTFA

Dec 19, 2023

Tax Planning

To ROTH or Not To ROTH

Should I pay taxes now, or wait and pay taxes when I’m retired? That is the decision being made when employees determine whether or not to use the Roth 401(k) option.

Casey Tinius CFP®

Dec 19, 2023

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The Counties Where American Children Have the Best and Worst Shot at Upward Economic Mobility

Homestead Exemption

IRA or HSA, which should I fund first?

ROTH IRA

Social Security

To ROTH or Not To ROTH