Article Archives: Megan Kuchan

Posted by: Megan Kuchan

Healthy financial habits that last a lifetime must start at an early age. Whether you have a kindergartner or “tween,” here are a few tips you can take to teach money and finance fundamentals to your children. Chores are your child’s first job If your child understands the difference between a nickel and a dime, then they […]

Posted by: Megan Kuchan

By Megan Kuchan, CPA Updated on February 14, 2017, to add the latest information on the delay on ruling. See the end of the article. On February 3, 2017, President Donald Trump signed a directive to delay implementation of the Department of Labor (DOL) fiduciary rule. Originally set to be effective this coming April, the […]

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