529 to Roth IRA Conversions: An Alternative Way to Save For Your Child’s Future

I recently learned about a new fintech (financial technology) company called FutureMoney, who’s on a mission to help parents build wealth for generations to come.  They have a new product called a Junior Roth IRA™, which is an innovative option to save for your child’s future.  According to FutureMoney’s website, “The Junior Roth IRA™ is […]

Managing Investment Risk Through Diversification: A Guide for Young Adults

Investing can be an exciting yet daunting journey, especially for young adults in their late teens and 20s who are just beginning to explore the financial world. One of the most important concepts to understand as you start investing is the idea of managing risk. While no investment is entirely risk-free, you can significantly reduce […]

Building Wealth: Beyond Saving Money to a Positive Money Mindset

When you think about building wealth, what’s the first thing that comes to mind? For many, it’s all about saving money—putting cash aside for a rainy day or a big future purchase. But here’s the thing: building wealth is so much more than just saving money. It’s about creating a positive money mindset that will […]