Tag Archives: investment
Investment Cheat Sheet: Choosing an Investment That Fits You
As a Certified Financial Planner™, one of the most common questions I get is: “What’s the best investment for me?” The truth? Choosing an investment has no one-size-fits-all answer. The “right” investment depends heavily on your goals, time horizon, risk tolerance, and even tax situation. But if you’ve ever felt overwhelmed by all the investment… (read more)
Posted In: Guest Blog, Saving
What is a Certified Financial Planner?
Managing your personal finances can be stressful. Are you saving enough for retirement? Will you have enough set aside to help your kids with college expenses? Are you dealing with any debt? Are you confident about your current savings and investment decisions? There are subtleties, legalities, best practices, and changing rules that influence all of… (read more)
Posted In: Guest Blog, Tips For Managing Finances
Retirement Planning: Roth IRA Conversion
The Roth IRA Conversion Conversation When it comes to retirement planning, you may have heard of a Roth IRA. Roth IRAs are an after-tax account designed for retirement savings. This means that no tax deduction is given for contributions to a Roth IRA. Instead, when funds are withdrawn after age 59 1/2, there are no… (read more)
Posted In: Guest Blog, Saving
