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Traditional vs. Roth IRA

Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth IRAs, created as part of

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Estate Planning

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be

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Piggy Bank
College Savings

College Savings

College Savings It is never too early or too late to plan for your child’s education. If you’re looking for smart ways to invest in your

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Portfolio Allocation
Financial Directions

Portfolio Allocation

The first half of 2020 has seen a dramatic increase in stock market volatility. After beginning the year by gaining 4% through mid-March, the S&P

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Financial Direction, LLC
Estate Planning

CARES Act

The $2 trillion coronavirus economic recovery bill, dubbed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a daunting 880 pages long, but

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Financial Scams
Financial Directions

Financial Scams

Just as technology advances, so do the tools cybercriminals use to target people’s savings. Wire fraud, identity theft, and email scams continue to threaten security

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Piggy Bank
Investments

IRA Conversions

Prior to 2010, Roth conversion were subject to a $100,000 AGI limit which prohibited some from taking advantage of the tax free growth of a

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Contact our team at Financial Directions today to discover how we can help you achieve your financial goals. Give us a call or fill out the contact form to schedule your initial consultation.

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