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UGMA & UTMA Accounts

UGMA & UTMA Accounts

Vehicles designed to help you amass college savings & make gifts to minors.   If you want to save for college, you may wish to consider a UGMA or UTMA account. These custodial accounts are typically created by parents and other relatives who want to gift...
The Difference Between Good & Bad Debt

The Difference Between Good & Bad Debt

Some debts are worth assuming, but others exert a drag on retirement saving. Who will retire with substantial debt? It seems many baby boomers will – too many. In a 2014 Employee Benefit Research Institute survey, 44% of boomers reported that they were concerned about...
Are You Underprepared for Retirement?

Are You Underprepared for Retirement?

A university study serves as a wake-up call. Financially speaking, how many Americans are truly on track to retire? A recently published white paper suggests that about half of us are approaching our “third acts” with faulty assumptions. Perception differs from...