Financial planning for financial wellness: a video series
Financial planning for financial wellness: a video series
When it comes to financial planning, there are steps you can take to ensure your short- and long-term financial goals are met. In this video series, we will cover a variety of topics from what you should do when preparing for the birth of a child to the difference between Roth and Traditional IRAs.
Getting married
Getting married is a significant milestone that brings about many changes, especially when it comes to financial planning. Whether you plan on combining financials or not, it is important to discuss with your partner your financial goals and priorities. Watch our video to learn tips you and your future spouse can take to secure and maintain your financial future.
Having a child
Having a baby is an exciting occasion that brings about new financial responsibilities. Our financial planning video offers insights into what you can do to prepare for a baby’s arrival. We also touch on what you should consider once the baby is born to ensure your family’s financial well-being and secure your child’s future.
Roth versus Traditional IRAs
Understanding the similarities and differences between Roth and Traditional IRAs is beneficial for effective retirement planning. Although both are beneficial to a retirement strategy, one may be better suited for your unique financial situation. This video highlights the similarities and differences of these accounts to help you decide which IRA best suits your goals.
This information does not constitute investment advice and is not an offer to buy or sell a security. The material is provided for general information and educational purposes and is based on information provided to us by sources deemed to be reliable. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought.
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