Written by: Karl Rainer When designing a long-term savings plan, you will generally want to start by utilizing any tax-advantaged accounts you have available. Today we’ll dive into what is the purpose of tax deferred retirement accounts. Before taking a deeper dive...
Share This: Written by: Derek Melvin A question we sometimes get from parents is, “Can I contribute to a Roth IRA for my child?” When thinking about saving money for a child’s future, there are many options. These can include a simple savings account, a...
Written by: Andrew Newhouse Life insurance is one of those topics that everyone seems to know a little bit about. I have never brought up life insurance in a meeting and had the client responded with “what’s that?”. It’s great that this insurance is so well known, but...
Written by: Thanh Le There is no magical number to the number of credit cards one should have, but it should be about having the right cards to maximize the benefits that fit your lifestyle as long as you can afford to pay the bills. Under the assumption you’re...
Written by: Owen Chambers Do I need life insurance? This is a question we often get asked. Life insurance can be intimidating to approach. Once you’re past the initial existential speed bump of accepting your own mortality, there are many companies offering many...
Written by: Corey Janoff This post was originally published on April 21, 2020 and has since been revised and updated. How much money does a doctor need to retire? It depends. That’s my favorite answer to almost any financial planning question ????. There is no...
