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How The ‘Backdoor Roth IRA’ Can Benefit Some High-Income Clients
LimitationsYou can’t actually contribute more than $6,000 a year to a Roth IRA, or $7,000 annually if you’re 50 or older, whether it’s a direct investment or a conversion. That may be…
What Is a Secured Loan?
Does Your Client Need Emergency Cash? Here Are Some Options
Everything Your Child Should Know About Money
BUT DOESN’T KNOW THE QUESTIONS TO ASK
Setting a New Record
Americans believe it takes $2.2 million to ‘be wealthy’—here’s how much you need to invest to get there
Where Westport Meets the World “06880” Podcast: Tom Henske
Advice for the class of 2022: What new graduates need to know about money and jobs
If you wait too long to start, you will miss out on the compounding interest that can really make your money grow. CFP Tom Henske, managing partner at New-York based The Affluent…
When Should You Give Your Child a Debit Card?
Debit cards also allow children to spend money on school trips domestically or internationally or while visiting relatives. “At younger ages, it’s important to use actual cash to help children become comfortable…