We Love Moms

This month, we celebrate the working moms, the stay-at-home moms, the work-from-home moms, and the entrepreneur moms! Whatever type of “mom” you are, we celebrate YOU. We know it takes a village to raise a child and we want you to know that you are strong, you are appreciated, and you are loved!

If you want to make sure that your children are taken care of, there are ways to self-direct your investments to cover expenses for things like education and healthcare. Some of the account types that can be “self-directed” are Coverdell Education Savings Accounts (ESAs) and Health Savings Accounts (HSAs) — earn tax FREE dollars on qualified distributions for health or education related expenses.

See What We’re Up To This Month


May 7th @ 6:00pm ET

New Jersey Real Estate Investors Group Monthly Meetup
Special Presentation by Brittany Pickell: Investing with Your IRA – Next Generation Explains How to Use Your IRA for Investing in Real Estate!

Ramada Plaza
160 Frontage Road
Newark, NJ

[event is past]


Next Generation & SDIRA Wealth Joint Webinar


May 16th at 8:00pm ET

How To Use a Self-Directed IRA to Protect Yourself From a Market Downturn

[event is past]

East Coast Real Estate Investors Association


May 22nd @ 6:30pm ET
East Coast Real Estate Investors Association Monthly Meetup
Domenico’s Restaurant
3270-A Hempstead Turnpike
Levittown, NY 11756
[event is past]

In Case You Missed It

Are Your Grown Kids Affecting Your Retirement Future?

We’ve all heard about boomerang children who come back to the nest after college—not yet financially independent, and sometimes staying for longer than parents expect. A financial security survey from Bankrate in early April shows that in many cases, those kids are costing parents their retirement savings. Data reveals a trend of financial co-dependence between parents and children—whether through prolonged education, helping with housing costs, or other high expenses.
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Setting Your Retirement on FIRE with a Self-Directed IRA

A recent article by Wealth Management talked about a movement that’s growing in popularity called FIRE, which stands for Financial Independence, Retire Early. This concept is NOT about working for most of one’s adult life, saving a small portion of income, and retiring later. Rather, it proposes living modestly and saving as much as possible for a shorter time frame (about 20 years) in order to retire in one’s 40s. For this group, it’s about what will make them happy when they’re older—not how much they’ll need.
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Updates & Announcements

The Next Generation office will be closed in observance of Memorial Day on Monday, May 27th, 2019. Normal office hours will resume on Tuesday, May 28th 2019 at 8:30am ET.