by Kenny | Mar 13, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Women’s History Month is a time to look back at the vital role women have played throughout history. In every industry, women are natural leaders and change makers – from Congress to financial services. In addition to driving change around women’s rights, many women... by Kenny | Mar 13, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst It’s that time of year again. Tax season is upon us. This is now the time when many individuals consider funding their IRAs. Contributing to an IRA may seem pretty straight forward and in many ways it is! But there can be twists. Here... by Kenny | Mar 11, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst A disclaimer is an interesting tool. It is a denial or disavowal of legal claim, or a formal refusal to accept an interest in something. “Release” and “waiver” are good synonyms. Oftentimes a disclaimer statement is used by a... by Kenny | Mar 7, 2019 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Question: My Daughter is a 30-year old RN and I want to help her contribute to an IRA. She has a 401K at the hospital where she works, but she only contributes to maximize their 4% matching. It is my understanding she can still... by Kenny | Mar 6, 2019 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst When a legal question is clear, I like to imagine the landscape like the great plains of the midwestern United States. The land is flat and lush, meaning problems are easily identified and the area can be easily traversed. On...