29 Mar 2017
0 Commentsuntangling IRAs
Traditional IRAs were established back in 1974 and most of us are pretty familiar with them. It wasn’t until 1997 that the Roth IRA was created, providing tax payers More
Amy Weiser
About Amy Weiser
Posts by Amy Weiser:
2 Jan 2017
2 Commentslet’s talk social security
You’ve been paying in to Social Security for decades and now you’re ready to start collecting benefits. Before you make the very important decision of when to start More
15 Sep 2016
financial fitness through the decades
Financial planning is a process. It occurs over the course of our lives and should reflect our changing needs as we age. Why plan? Studies have shown that retirees More
4 Sep 2016
the rules of gifting
With an increasing number of boomers and seniors inquiring about “gifting” to their children and grandchildren, perhaps to fund education or even help withMore
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9 Jul 2017
0 Commentssave more – spend less
We are all doing our best to become or remain physically fit by eating well, exercising and staying active. Let’s take that to the next step and consider our financial fitness. More