Navigating the world of wealth management can be overwhelming and time-consuming. It also requires a certain level of financial expertise when dealing with investment risks. Read more…
11 Different Types of Retirement Plans
Only 31 percent of non-retirees think their retirement saving is on track, according to the Federal Reserve's Report on the Economic Well-Being of U.S. Households in 2022. Read more…
Should I Buy or Lease a Car?
A recent deep-dive into the true costs of car ownership found that the average car owner logs 13,500 miles on their car every year. That number of miles can put big-time stress on your vehicle and cause costly repairs, not to mention the additional expense to register, insure, and fuel your car. Read more…
How Backdoor Roth Conversions Work
Roth IRAs are an essential part of a diversified retirement plan. The most significant benefit of a Roth IRA is its potential to deliver massive tax savings over time. Read more…
Maxed-Out 401k: Your Next Steps and Strategies
Congratulations! You have successfully reached a significant financial milestone that many aspire to but few achieve: a maxed-out 401(k). This is a great achievement on your journey toward a secure retirement plan and should be celebrated. Read more…
FDIC and SIPC 101: What Does FDIC and SIPC Cover?
Growing your wealth is important. So is safeguarding it. This is where insurance for your financial accounts and assets comes in. Read more…
Choosing The Right College: A Guide for Parents from your Financial Advocate
“I want to go somewhere in the south that has football.” Read more…
Financial Advice for Physicians
The medical profession requires an unwavering commitment to saving lives and caring for others, making it a demanding yet noble career. As a physician, you may also come across challenges outside of work. Tasks such as managing your finances and asset protection can be overwhelming on top of your Read more…
The Importance and Definition of Financial Planning
Did you know that most Americans don't have a solid financial plan or enough emergency savings in place? In fact, only 30% of households in the U.S. have financial plans. This staggering figure underscores just how essential financial planning is—even for those who feel they have their finances Read more…
The Process and Stages of Reaching Financial Freedom
Around 72% of Americans do not currently feel financially secure; however, over 40% believe they will achieve financial freedom eventually. But what does financial freedom mean? Because personal finance is a broad topic with many approaches, it's important to know that financial freedom is not a Read more…
