Legacy Planning
Family Love Letters
By Kevin Reardon CFP® Family Love Letters What are family love letters? We have all heard stories of someone on their death bed who said, “there are some things that I…
Read MoreGenerational Wealth Planning
By Kevin Reardon CFP® Have you ever wondered what will happen to your family when you are gone? Will your family continue to thrive through the second or third generation?…
Read MoreLifetime Transfers to Children
Jump-Start Your Child’s Retirement with a Roth IRA
How to Jump-Start Your Child’s Retirement By Ryan Rink CFP®, ChFC®, CLTC® One of the best retirement savings vehicles is the Roth IRA. With a Roth IRA, you make after-tax…
Read MoreThe “Right” Way to Add Adult Children to Your Bank Accounts
There actually is a “right” (and a “wrong”) way to add adult children to your bank accounts. It’s a scenario we see often—an older adult wants to add one of…
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