When it comes to your finances, finding a reliable professional to help you sort things out can be a lot of work. You want to make sure they’re looking out for you and your best interests at all times, but you also want to know that they’re trustworthy and consistent. Choosing the right advisor can seem like a guessing game, but there are ways to tell the difference between those who are worth … [Read more...]
The Stealth IRA: Health Savings Accounts
The Stealth IRA: Health Savings Accounts
Are you making the most of your retirement savings? You’ve probably heard that question a million times! Conventional wisdom will tell you to max out contributions to your 401(k), 403(b), and IRA accounts. But what do you know about health savings accounts (HSAs) and, more importantly, their application as tax-advantaged retirement vehicles? Research suggests that HSAs are vastly under-utilized, … [Read more...]
Important Financial Lessons I Learned From My Dad
Important Financial Lessons I Learned From My Dad
My dad is partly retired at the ripe old age of 57. Many people tell him he retired too early. But he did it because he could! How did he get there? By investing wisely and making simple but smart financial decisions. Below are some of the best financial lessons I learned from my dad. 1. No Risk, No Reward My dad has been through some very rough times in the market: the crash of 1987, the dot com … [Read more...]
Do Your Friends And Family Need Financial Guidance? We’re Here To Help
Do Your Friends And Family Need Financial Guidance? We’re Here To Help
Things are changing quickly these days. With some states and counties experiencing the rapid spread of COVID-19, many children not returning to in-person school this fall, constant updates about the virus, and predictions about the future, to say this is a stressful and confusing time is an understatement! Even though life is going to look different for a while, we don’t want you to panic or lose … [Read more...]
The Top 5 Financial and Retirement Planning Challenges Attorneys Face
The Top 5 Financial and Retirement Planning Challenges Attorneys Face
It seems that being an attorney has been romanticized by Hollywood and John Grisham. However, while the law can be a very rewarding career, it isn’t without challenges. In this article, we are going to look at the top 5 financial and retirement planning challenges that attorneys face. 1. Late Start It takes a while to earn a bachelor’s degree. Then you must get through law school and the bar exam. … [Read more...]
See A Sample Financial Plan
See A Sample Financial Plan
With a world of information at our fingertips, we can find reviews, history, product specifications, and more details than we’ll ever need about anything we want to buy. In other words, before making a major purchase, we can arm ourselves with information to make the best choice possible. While creating a financial plan is in a different category than buying a car or putting an offer on a home, … [Read more...]