The Giving Season in 2024

IRAs in 2025

Shawn discusses what some of the advantages are of a Roth IRA versus a Traditional IRA.

The terms "saving" and "investing" are used interchangeably, but they are quite different. This episode discusses the differences.

In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035.Generally speaking, the headline's tone is very grim and indicates that the fund will be totally depleted in a matter of years, but this isn't really what's happening.

It's common for people to find themselves raising a young family & having to deal with aging parents at the same time. This is challenging to say the least, but it is an opportunity to learn from your parents, decide your own future, and foster a strong vision for your children.

Things to take in to consideration when you're investing during an election year.