Welcome 2019! It’s the start of a fresh New Year full of potential and prosperity. After all, most of us look at the month of January as a clean slate to start anew. I, for one, don’t buy into the traditional idea of “New Year Resolutions” per se. Research reveals...
There are plenty of ways to invest your money, and a Roth IRA is just one tool you as an investor can use to help you reach your financial goals. Income limits and contribution limits don’t make Roth IRAs the place where you can park and grow all your money, but they...
Are you in the market for a career or job change? Or have you switched employers at least once over the course of your career? If so, you’ll want to make sure you take your retirement assets with you when you go or double-check to make sure you didn’t leave any...
Having high income and being wealthy aren’t necessarily one and the same unless you take the necessary steps to build lasting wealth. Having a high income doesn’t automatically make someone a financial success. Though, high income can certainly indicate a higher...
If you have arrived at the realization that you need a financial advisor, hiring the right one is a big, important decision. Maybe something has happened that is serving as a catalyst for wanting a financial advisor like getting a new job with a much higher income. Or...
The Federal funds rate is on the rise from 1.5% to 1.75% (and is predicted to continue going up through year-end). Rising interest rates can mean good and not-so-good things for the average consumer. On the one hand, rising interest rates mean it’s a great time to be...
It may come as no surprise that studies suggest that women have less financial knowledge than men and, therefore, less financial confidence overall.1 That’s according to a 2018 TIAA Institute-GFLEC Personal Finance Index report. As a fiduciary financial advisor who...
According to Bloomberg, the divorce rate has dropped 18% in 2018 in large part because Generation X and Millennials are staying married. By delaying marriage until later in life after education and careers have been established and finances are on track, the younger...
When it’s the right time to hire a financial advisor is a good question and one that is personal to your specific situation. For some people, there may be a major life catalyst like a divorce or an inheritance that abruptly impacts your financial life. For others,...
How much you should fund toward your child’s future education is a question that isn’t the easiest to answer, but there is a way to figure out what works best for you and your family. It is no secret that the cost of college education is increasing faster than...
