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Investing When Stocks and Bonds Are Going Down
The beginning of 2022 has been a rough year for investors. Most people know that the stock market has dropped. However, not a lot of
Financial Planning for Business Owners
Business Owner Financial Planning When it comes to financial planning for business owners, self-employed people have a lot of financial advantages compared to a regular
Should I Contribute to Pre-Tax or After-Tax Retirement Savings Account?
Contributing to a Pre-Tax or After-Tax Retirement Savings Account First let’s start with the difference between a Roth or Traditional IRA and 401k, so there’s
Transfer 401k to IRA While Still Employed
I often get the question; can I transfer my current employer 401k plan into an IRA? The answer is yes, you can transfer 401k to
Fee Only vs Fee Based Financial Advisor: Is there a difference?
Fee Only vs Fee Based Financial Advisor The short answer to the question, is there a difference between a Fee Only vs Fee Based Financial
Why use a CERTIFIED FINANCIAL PLANNER™?
There are many different types of professional designations used in many various industries. In finance, and specifically in the investment world, the amount of designations
Financial Independence Retire Early (FIRE)
Financial Freedom has got to be up there with goals for many people that aspire for more when it comes to their quality of life.
What is a Hedge Fund?
The allure of big gains is what typically draws people to dive deeper into Wall Street’s many enticing investment options. Hedge Funds are one of
What is an IRA Rollover?
IRA Rollover The initials “IRA” in the term IRA Rollover stand for Individual Retirement Account. The money in a Traditional IRA is money that has