For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a strong financial plan and a dream home.
Are you retirement ready? Do you just plan to cross that bridge when you come to it? This week we look at some places where false hope can leave us in a position we truly do not want to be in. The good news is it's something we can remedy with proper planning and conversations with a financial advisor.
There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.
We’ve found that—for a lot of people—what they say and what they do don’t necessarily match. Let’s look at some examples in the financial world where you might be saying one thing, but your behavior indicates something different, and you don’t even realize it.
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.