Posts by Amanda McFarlane
10 Reasons You Need a Will
Last Updated: April 17, 2025 In the event that you die or become incapacitated, have you adequately entrusted your assets to those you love? Wills are not just for the…
Read MoreReverse Mortgages: What They Are and If They’re Right for You
Last Updated: April 17, 2025 Millions of Americans are entering retirement encumbered with mortgages, while the state of American retirement savings is declining. According to epi.org, almost half of American…
Read MoreIdeas for How Kids Can Earn Money
Last Updated: April 17, 2025 The importance of raising kids who understand basic concepts about money, finances, and investing can’t be understated. These lessons can carry through into adulthood, helping…
Read MoreHow to Survive a Recession: 7 Steps to Take Now to Prepare for an Economic Downturn
Date Last Updated: October 10, 2024 Economic downturns can be nerve-wracking and challenging to know how to survive—and the word recession is a big scary word for many, especially those…
Read MoreWhat Is a Recession?
Last Updated: August 12, 2024 Volatile stock markets, rising interest rates, and the highest inflation rates in 40 years bring one nagging question to the front of Americans’ minds: Are…
Read MoreThe True Cost of Homeownership
Last Updated: July 25, 2024 To many, owning a home is the pinnacle of adulthood, responsibility, and success. When you think about purchasing a home, you may tend to only…
Read MoreWhat Is Financial Planning?
Last Updated: June 28, 2024 According to the CFP® Board, “Financial planning involves look at a client’s entire financial picture and advising them on how to achieve their short- and…
Read MoreHow a Mega Backdoor Roth Conversion Works
Last Updated: March 13, 2024 It’s no secret that Roth individual retirement accounts (IRAs) have several major benefits—after-tax contributions to your IRA account offer tax-free growth and distributions later in…
Read MoreWhat’s the Difference Between a Traditional and Roth IRA?
Last Updated: May 10, 2024 Individual retirement accounts (IRAs) are tax-advantaged long-term savings and investment vehicles intended to help carry you through your retirement years. Some IRAs may be available…
Read MoreThe Value of a Financial Professional
Last Updated: May 10, 2024 With the emergence—and prevalence—of robo-advisors, where investing can be done with the click of a button on an app, the common question is, are financial/investment…
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