June 2020 Newsletter

Student Debt: It’s Not Just for Young Adults

Recent college graduates aren’t the only ones carrying student loan debt. A significant number of older Americans have student debt, too.

Mid-Year Is a Good Time to Fine-Tune Your Finances

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward.

Four Questions on the Roth Five-Year Rule

The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth account.

The ABCs of Finance: Teaching Kids About Money

It’s never too soon to start teaching children about money. A few simple lessons will provide a solid foundation for a lifetime of financial decisions.

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