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Is It Worth Hiring a Financial Advisor?
Is It Worth Hiring a Financial Advisor? As a financial advisor, you would assume I’m bias to the question: Is it worth hiring a financial
Recession: Should I Sell My Stocks?
When the word recession is thrown out by financial commentators, news anchors and famous people tweeting about it (Cardi B) “When y’all think they going
I Bonds: Invest Your Money Sitting In Savings
Extra Money in Savings Making Nothing: Buy I Bonds One of the most common issues that savers have right now is that their money sitting
The Big Benefits of Stocks Being Down
When stocks are down, there are not a lot of great things someone that’s invested can get excited about. However, there still can be big
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