I read this great article from CU Content and wanted to pass it along! As part of the changes you’re gearing up for in the months after you graduate, you’re poised to enter the working world as a long-term employee, perhaps for the first time in your life. As you prepare for this transition, you […]

This time of year, W-2 forms are coming in, shoe-boxes are coming out and kitchen tables are disappearing under a pile of documents.  It’s tax time, and the most common set of questions we hear revolve around the same issue: Why is my refund so small? How can I make it bigger? While we are […]

Just like mine, your teenagers may have gotten jobs and worked all summer. This doesn’t mean they should have free reign to spend, spend, spend just because their bank account has swelled. It’s a tough sell to convince a teenager to put money away, but here are some really sound reasons why a Roth individual […]