Planning for our future and thinking about marriage, kids and retirement can be stressful. The following articles will give you an insight on ideas on how to work as a couple and a family unit to save for our future together while also keeping up with the latest tax changes that can affect us all.
Please contact me and I would be happy to help you plan for your future and make decisions that are beneficial to you and your family.
Looking forward to talking with you!
Pam
Contents include:
:: Marriage and Money: Taking a Team Approach to Retirement
:: A Parent-Child Conversation About College Costs
:: Can I convert my traditional IRA to a Roth IRA in 2018?
:: Can I undo my Roth IRA conversion in 2018?
Read and download Pam’s June 2018 Newsletter here>>
To sign up, send Pam an email with “newsletter” in the subject line.
