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July 27, 2016 in IRA, Retirement Planning, Summer Refresher Series, Young Adult Series
Let us count the ways that we still love this post about the benefits of youthful investing in a Roth IRA. First, there are few investment lessons more powerful than the importance of starting to save and invest when you’re young, with time, compound returns and tax sheltering opportunities on your side. Second, it’s been heartening to see how far guest author Chris Annello and Sheri’s niece Jessica (who inspired the...

May 22, 2013 in IRA, Retirement Planning, Young Adult Series
BY GUEST AUTHOR: CHRISTOPHER J. ANNELLO, ASSOCIATE ADVISOR This article was inspired by Sheri’s niece, Jessica Iannetta, a newspaper and online journalism and political science major at Syracuse University, class of 2015. When I was in college, my dad gave me a “cool” gift – or so I thought at the time. Looking back on the gift now, it was the BEST gift. Before I tell you exactly what it was, I...