Jennifer Walsh · March 31, 2026
About three years ago, I was deep in my own Roth conversion analysis — sitting with $1.4 million in a traditional IRA and facing the same question a 58-year-old former hospital administrator might face — when I realized I needed to change my approach. I told myself to slow down on conversions. Not stop. Slow … Read more
Jennifer Walsh · March 21, 2026
A few years ago, I realized I’d been making a significant mistake with my own Roth IRA. I’d maxed out contributions for years, stayed disciplined about it, kept a diversified portfolio across my accounts — but when I actually looked at what I had inside that Roth IRA, I had to stop and reconsider my … Read more
Jennifer Walsh · March 11, 2026
Financial Disclaimer: This content is for educational purposes only and does not constitute financial advice. Consult a qualified financial advisor before making investment decisions. Key Takeaways What Is the Difference Between a Custodial IRA and a Traditional IRA? When comparing a custodial IRA vs traditional IRA, the most fundamental distinction is who can open one … Read more
Jennifer Walsh · March 8, 2026
How to Get an EIN (Employer Identification Number): What Parents Should Know Family Employment • 4 min read When launching a small business, establishing an LLC, or preparing to compensate your children for legitimate business-related tasks, securing an Employer Identification Number (EIN) from the IRS is one of the first essential steps you’ll need to … Read more
Jennifer Walsh · March 1, 2026
Financial Disclaimer: This content is for educational purposes only and does not constitute financial advice. Consult a qualified financial advisor before making investment decisions. Key Takeaways What Is a Vanguard Custodial Roth IRA and How Does It Work? A Vanguard custodial Roth IRA is a tax-advantaged individual retirement account opened by an adult custodian — … Read more