According to recent research by the Transamerica Center for Retirement Studies, millennials are saving their money for retirement at a higher rate than their Baby Boomer counterparts at a similar age; however, there is one skill they are lacking:
Posts By: Jason Farris, CFP®,CAP®
Football season is here, and who doesn’t love a good football-finance comparison? Jason Farris, loves football, so naturally he wrote an article about 5 financial lessons to learn from football.
So you inherited an IRA – what’s next? Are you aware of the tax ramifications if you take out a lump sum right away? Jason Farris discusses a few rules you should be aware of when you receive your inheritance.
Did you know you can help your child establish a credit score without risking your own? Jason Farris discusses how to help your child gain a credit score on a secured credit card:
It is a rare occurrence, but there are times when a 529 account is over funded. Jason Farris discusses your options on how to handle the excess cash.