Even though we still think of them as children, under the law when a teen turns 18, they are considered an adult. Being an adult allows them to vote, serve in the military, serve on a jury, sign a contract and get married without your consent. This is a big change from when they were 17.

When creating a Roth conversion strategy, many people believe that the ultimate goal is to avoid required minimum distributions (RMDs). While that’s admirable, there are many instances in which this goal simply isn’t achievable.

Why are beneficiary designations so important? While keeping your estate planning documents up-to-date, a lot of people overlook beneficiary designations.

“Wouldn’t there be a situation where I would want to trigger short-term capital gains?” Read this blog to learn about short-term and long-term capital gains.

Many people who want to implement a Roth conversion strategy also have a regular investment account. Retirement account contributions are limited each year.

ESPPs can be a great way to build wealth and more quickly achieve your personal financial goals.