“A Roth IRA with a 401(k) makes a lot of sense.” – Charles Hamowy IRAs, 401(k)s, Roth IRAs and Roth 401(k)s are similar in many ways. There are also some important differences in these types of accounts, especially when it comes to family income. Families above...
“A goal without a plan is just a wish.” – Antoine de Saint-Exupéry Careful review is a part of good financial stewardship. It helps you know if you are on the right track, allows you to adjust your goals, and helps to ensure that your actions agree with those...
“I think that the first thing is you should have a strategic asset allocation mix that assumes that you don’t know what the future is going to hold.” – Ray Dalio Asset allocation is a financial term that describes how your assets are divided (or allocated)...
“Sometimes it’s the smallest decisions that can change your life forever.” – Keri Russell When showing return on investment, it’s rather easy for financial salesmen to select returns that communicate the point the salesperson would like to make....
“We can choose a path that leads us into trouble. It all comes down to our decisions at the end of the day.” – Gabby Douglas Don’t let the challenge of making money decisions lead you to make costly wrong decisions. As people, we typically prefer to make...