Freeman Stanley

The current state of the market has many people wondering if this may be the right time to initiate a Roth conversion. Depending on your situation, there are two main reasons you may want to consider a Roth conversion sooner rather than later…

Roth Conversions - Why Is Now A Good Time? | Insights from Our Financial Advisors The current state of the market has many people wondering if this may be the right time to initiate a Roth Conversion. Depending on your situation, there are two main reasons you may want to consider a Roth conversion sooner rather than later…

Many parents want to set up a plan to start saving for their children's college expenses, but haven't started yet. Here are five tips to help you begin: https://www.nerdwallet.com/article/investing/how-to-start-saving-for-your-kids-college

How to Start Saving for Your Kids’ College - NerdWallet A new survey finds that 20% of parents of minor children want to save for their kid's college, but haven’t started yet. Here are five tips on how to begin.