Author Archives: yourmoneyfirst
How To Buy Gold For Your IRA
by Nathan Frederico When driving around town, I usually listen to CNBC on Sirius XM Radio (SIRI). Every so often I hear an ad that talks about how to turn your IRA into a ‘Gold IRA’. It sounds exciting, mysterious, and intriguing … Continue reading
Don’t Mistakenly Disinherit Your Grandkids
By Brent Ripley, Attorney at Law Partner Jamestown Wealth Management Let me pose an uncomfortable question. Where would you want your assets to go if one of your children died before you, but left children of his or her own? … Continue reading
Problems with Joint Tenancy
By Brent Ripley Many people are tempted to avoid probate by adding children or others as joint tenants to their properties or bank accounts. Don’t do it! You may think it’s a convenient way to pass your property free of … Continue reading
How to Inherit an IRA
by Brent Ripley Many people mistakenly name their family trust as a beneficiary of their IRA or 401(k) account. But wait! You thought this was what your trust was for, right? Shouldn’t your trust be the owner or beneficiary of … Continue reading
Mutual Funds, Is The Feeling Really Mutual?
by Nathan Frederico Recently, a friend asked me about some mutual funds his financial advisor recommended. In our brief discussion, he told me how he was presented with two options and wanted to know what he should do. While he … Continue reading
Launch of Your Money First!
We welcome you to the launch of our blog, www.yourmoneyfirst.com! Here we will post important information about the fiduciary responsibilty (or lack thereof) of the financial world. Stay tuned for upcoming posts about how it’s important for you to have a … Continue reading