Saying you want to be smarter financially, and actually doing it are two different stories. If you’ve been spending all of your money without a second thought, it’s time to consider working with top financial advisors. If you need more information on what a financial advisor is or how you can get in touch with [...]
The fact is that many Americans are not prepared for retirement. This is in part because the United States culturally places so much emphasis on working years, and many Americans live paycheck to paycheck. Therefore, it's difficult for them to save in general, let alone save for retirement. Lots of people don't think about retirement [...]
Fiduciary management services from a trusted source are vital to the success of your asset management. The right fiduciary management team will manage your assets and help them grow through a proven strategic approach. Certified financial planners that are focused on committed fiduciary management services can be your best ally in managing your assets and [...]
Working with a savvy financial advisor is one of the smartest moves you can make. To learn more about what you should ask your financial planner when considering them for the job, continue reading. Why Hire a Financial Advisor in the First Place? They can keep your money safe. You don’t have to be a [...]
Retirement planning is a wise financial strategy that secures your future. Your contributions to the retirement kitty ensure that you have some financial security, fun, and comfort at old age. The U.S. Department of Labor estimates 20% of the American workforce never save any part of their annual income, creating an uncertain future. Planning for [...]
Who needs a certified financial planner? The simple answer is that every working adult should have a certified financial planner. Contrary to popular belief, financial advisors are not only for the wealthy. A lot of people think because they are not millionaires that do not need a certified financial planner,. But that idea couldn't be [...]
Saving for retirement is a wise financial strategy. Retirement planning allows you to envision how your life will be and prepare accordingly. Whether you start 25 or later, you have the potential to grow your nest egg for a stable future. Here are nine tips to guide you through the process of retirement planning. [...]
Everyone thinks about their finances. Mostly, people think about how they'd like to have more money. But do you know what fiduciary management is and why it matters? Why do you need fiduciary management to manage your money and improve your future...and how can you even get started with it? Why You Need to [...]
Wow, a month ago we had barely heard the word “coronavirus”, and now we are feeling its effects in the financial markets. We all know the wisdom of riding out these corrections by staying in the market, rebalancing and waiting for the markets to recover, which they always do. In recent history, there was [...]
Funding a Roth IRA Through the Backdoor By Yvonne Marsh, CFP®, CPA Do you make too much money to contribute to a Roth IRA? Or wish you could add more than the $6,000 - $7,000 allowed each year? There’s a solution for both of those issues, called a backdoor Roth strategy. It avoids the [...]