Roth IRA rules

Join me in an interview with Curtis Smith CFP®, a fee-only Financial Advisor, to find out how a Roth IRA works and if it is right for you. You can listen in at RothIRA033010 Fern Alix LaRocca CFP® EA I’m Fern Alix LaRocca, a Certified Financial Planner licensee and Wealth Coach with over 30 years […]

Most Estate Plans Possess a Major Flaw-Why Your Family’s Future is at Significant Risk If you could look 50 years into the future and visualize a gathering of your family, what would you like to see going on and what would you like to hear them talking about? Most people say they would like to […]