Kenneth Murphy, Financial Advisor

Navigating family wealth transfer requires careful planning. If you’d like to ensure your assets stay with your children, explore the options in this guide. Then reach out so we can secure your family's legacy together.

Can I Leave Money to My Kids But Not Their Spouses? Explore ways to leave money to your children—while keeping an inheritance separate from their spouse—with strategies like a trust or a prenuptial agreement.

A Roth IRA is one way to grow money tax-free for retirement. I can help you figure out whether it’s a good fit for you. Just reach out and we’ll chat!

How to Use a Roth IRA to Grow Wealth Your Roth IRA can grow in two ways: through your contributions and through the performance of your investments. See how a Roth IRA might fit into your financial plan.

Not only is the tax code complicated, but it also changes frequently. The right strategy can make a big difference when it comes time to file.

How to Get a Bigger Tax Refund These steps could help you earn a bigger refund on your taxes this year. Here’s what you need to know.