Should I Refinance My Mortgage Because of Low Interest Rates?
Interest rates are at record lows and will most likely be at this level for a while. Should you take advantage of these low interest rates and refinance your mortgage?
Tag: Financial Planning
COVID Financial Planning Opportunity 3: Tax Planning
Because of COVID, a great opportunity to review all of your tax planning needs has been created. This article details everything you need to know.
COVID Financial Planning Opportunity 2: Review Your Expenses
Because of COVID, a great opportunity to review all of your expenses has been created. This article details everything you need to know.
COVID Financial Planning Opportunity 1: Revisit Financial Goals
COVID has brought us several financial planning opportunities, the first one being the chance to revisit your financial goals.
What Exactly is a Financial Plan?
Creating a financial plan is your first step in tracking your financial goals. This article answers the question of what exactly is a financial plan?
I’m both a CPA and Wealth Advisor – how does that work?
There are many advantages of being both a CPA and Wealth Advisor.
4 Key Advantages to Having a Self-Directed Solo 401(k) Instead of a SEP IRA
Self employed? Be sure to know the difference between a SEP IRA and a Self Directed Solo 401(k).
What’s in My 401(k): have you asked yourself these 5 questions?
Do you own a 401(k)? Well be sure to know the answer to these 5 questions.
Retirement 101: 5 Ways Young Professionals Can Get Started
How do you start investing?
5 Financial Mistakes You Don’t Want To Make After College
If you are a recent college graduate then you should make sure you are not making any of these mistakes.