2016 is almost here, and with a new year comes time for reflection about what went well — and what you’d like to improve for next year. Maybe you had a great year and followed your 2015 financial plan carefully. Maybe you didn’t make a plan and want to get on track. No matter where you […]
Do You Need a Financial Planner in 2016?
You know how to budget and you’re making a comfortable salary. You’ve been able to save a little bit each month and you’re getting the hang of how to spend on what you value (instead of just blowing your budget on things that don’t get you closer to your goals). But you’re starting to have […]
What to Look for When Analyzing Your 401k Plan
For many Americans, one of the best ways to build wealth is to save in an employer-sponsored retirement plan like a 401k. It makes good sense: there are many advantages to this type of account. The money comes out of your paycheck before you even see it and it’s easy to sign up for the […]
What You Need to Know About Backdoor Roth Conversions
As Benjamin Franklin once said: “In this world nothing can be said to be certain, except death and taxes.” Franklin’s right. As an investor, you’ll be paying taxes. But there are strategies to reduce how much you’ll pay, and that can make a big difference in the size of your portfolio when you retire. In […]
How Young Professionals Can Figure Out Next Financial Steps
As a young professional, it can be hard to determine, what’s next? After securing a job and having a steady income, setting up an emergency fund, and laying down your financial foundation, you may be left wondering what your next money moves should be. While many people talk about short-term and long-term financial goals, medium-term […]