Articles
Six Concerns of the Affluent?
By John J. Checki Jr. and John J. (J. J.) Checki III Hope your day is going well and we are both filled with passion and purpose. After many years of experience and research, I […]
Wealth
Articles
The Roth IRA as a College Savings Tool
By Len Nowak, CFP®, AWMA®, CTS™ When Congress enacted the Taxpayer Relief Act of 1997, which included establishing the Roth IRA, they probably weren’t thinking about college planning. The Roth IRA was introduced with retirement […]