Marilyn Suey

There are four basic steps to calculating the value of an estate.

Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

How much do you really know about Roth IRAs?

Many people have heard of them, but few understand how they work or when they may make sense as part of a retirement strategy.

Financial decisions do not have to be complicated. Sometimes it starts with asking the right question.

What retirement question would you like answered next?

Email [email protected] or share your questions in the comments.

Keep asking, keep learning and keep moving forward.

What is ROTH IRA and who is eligible? #askmarilyn #rothira #womenandwealth Could a Roth IRA play a role in your retirement strategy?In this ...