Entries by Michele Welsh
Your End-of-the-Year Financial To-Do List
As we are finally bringing this year to a close, take some time to check off a few important items before year-end: 1. Check your overall portfolio allocation 2020 has been a record-setting, volatile year, and it is not over yet, so, have you harvested enough liquidity to capture opportunities moving into 2021? Have you […]
Your teen’s…retirement?
Roth IRA strategy for teens offers a jump start on long-term savings. And it could provide a gifting opportunity for parents or grandparents to chip in, too. Yes, retirement. Let’s start with the basics. IRA: “Individual Retirement Account” (or “Individual Retirement Agreement”) There are two main types of IRAs: Traditional Roth While both are beneficial, […]
Pro Careers on Hold?
While the cancellation of live sporting events would not make it into a top 20 list of coronavirus-related hardships, it has nonetheless removed what would have been a major source of distraction for these shelter-at-home times. More than half of all scheduled sporting events have been or will be cancelled this year, by some estimates, […]
