Roth Versus Traditional

Roth Versus Traditional

We often meet with clients who ask us “Should I be contributing to a Roth?” Just the other day, I met with someone who said “My relative told me I should open a Roth. What do you think about that?” First, I’d like to clarify something. There is no such thing as a...
How Much Should I Give To Charity?

How Much Should I Give To Charity?

Many individuals are in the position to be able to give away a portion of their income or their wealth to charity, but they really don’t have a clue where to start. You might have had some questions run through your mind. What charities should you give to? Is it...