Financial knowledge and literacy are key to planning a successful financial future. Financial knowledge is important particularly for women as they take control their financial future and begin making financial decisions. Financial literacy can give women the knowledge needed to grow confidence to make financial decisions and empower them to build their financial futures. Steps

Focusing on Retirement & Longevity Original Post from Raymond James Insights Financial resolutions for 2025 Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here’s a set of resolutions that can help ensure your long-term financial confidence. Update your beneficiaries

Key things you really need to know. Beneficiary IRA distributions have changed dramatically since Secure Act 2.0. In the past you could inherit an IRA from someone other than your spouse and remain taking small distributions at the decedent’s RMD pace. Now the IRS requires you to take the full balance within 10 years. For

Brandon Angotti quoted on MSN.com  “Anytime an asset sees that kind of growth, investor interest surges”, said Brandon Angotti, VP, Financial Planning & Trust Officer at the Wealth Group Union Savings Bank. “You just want to make sure you’re very careful, so that you’re not buying at the peak when everyone else is sort of

A Look at the Importance of Estimating and Generating Income for Retirement Plans. Where do I start? You may understand the importance of planning for your retirement.  But where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. Since retirement planning is not

They’re both taxed, so which is better, a Roth IRA or a Traditional IRA? Well, it depends. I’m regularly asked whether I think a Traditional or Roth is the ‘better account’. My answer is, as with most financial planning questions, it depends. The general rule of thumb is to compare your tax rate when making