Financial planning for financial wellness – a video series - Baker Tilly
Watch our financial planning videos to learn tips and tricks to optimize your financial wellness and ensure your legacy. 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.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.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.
