Client Education

How Much Can You Contribute to a Roth IRA for 2020?

We're sorry to say that the maximum amount that can be contributed to a Roth IRA in 2020 did not increased over last year's maximum. At least the income limits for making the maximum contribution went up in 2020, though. All-in-all, Roth IRAs offer a great way to save...

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Financial Planning For The Snowbird

You’re tired of the cold and snow. You want to retain a home up North but want to winter down South. Is being a snowbird in your future? Financial Planning For The Snowbird

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Test-Drive Your Retirement

Bev Bachel, 62, is trying retirement on for size. For years, Bachel, a freelance communications professional in Minneapolis, took on highly demanding contract jobs that typically lasted more than a year. She put in long hours, often managed other writers and had to be...

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3 Ways to Maximize Your Charitable Giving This Year and Beyond

In 2018, Americans gave $427.71 billion to charities, according to Giving USA 2019: The Annual Report, and with the year’s end fast approaching, you may be contemplating how best to support charities and social causes close to your heart by making a donation before...

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The Top 20 Destinations for 2020 The Top 20 Destinations For 2020

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lori.boo@oakcrestllc.com