“My accountant says everyone should max fund their 401-k.” Is the accountant right? Unfortunately, a vast majority of people (including many in the financial services industry) will incorrectly answer yes to this question when the correct answer to the question is,...
This is the second in our seven-part series on various financial topics your advisor is not telling you. Financial institutions have an agenda for your money. Most major financial decisions you make must be made through financial institutions. You can’t change the...
Here is the first in our seven-part series on various financial topics your advisor is not telling you. We start with your 401(k). More Americans than ever use their 401(k) as their primary vehicle for retirement savings. The problem is that most people do not...
If you have decided that it’s time to buy a new home or you want to take advantage of low-interest rates to refinance, you’ve probably thought a lot about how much of a monthly payment you can afford. However, many don’t give much thought to the length of their...
Hope for the best, plan for the worst. If the COVID pandemic has taught us anything that “sticks,” we hope it’s that concept. It’s especially true when it comes to growing, managing, and protecting your finances. As we adjust to economic, societal, and business...
