Monthly Archives: September 2018

Build Your Rainy Day Fund

Posted on September 15, 2018 by Brendan Lowder

Like an emergency fund, it can come in handy. Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge us to live within our budget. An emergency fund … Continue reading →

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Leaving a Legacy to Your Grandkids

Posted on September 8, 2018 by Brendan Lowder

Now is the time to explore the possibilities. Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. A family legacy can have multiple aspects. It can include much more than heirlooms … Continue reading →

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Back to School: Roth IRA vs. 529 plan. Which is Right For You?

Posted on September 5, 2018 by Brendan Lowder

Back-to-school season can be a great time to consider how you plan to help your children or grandchildren fund their higher education. 529 plans are a popular savings vehicle, and they will likely continue to gain popularity, as under the … Continue reading →

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