Tag: shawna

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  Closing the Year Strong: Key Financial Moves Before Year-End

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  Why Proper Asset Titling is Critical for Estate Planning

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  Shawna Theriault’s Road to Becoming a Financial Advisor

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  Different Types of Trusts Explained

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  How to Estimate Your Tax Bill in Retirement

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  Should I pay off my mortgage before retirement or invest?

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  When should I take the tax hit on unrealized gains?

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  Roth IRA for Minors: What Parents Need to Know

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  Why Every Parent Should Consider a Roth IRA for Their Child

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  Charitable Remainder Trust Pros and Cons

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  Tips to Sustain Your Current Lifestyle During Retirement

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  IRS Clarifies 10-Year Rule for Retirement Account Beneficiaries

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