by Andrea | Dec 22, 2020 | Money, Retirement Planning
Qualified Plans: The Hidden Truth For many people, the term 401(k) is synonymous with retirement preparation and sometimes represents the full extent of their preparedness. Such accounts are often included as part of a benefits package provided by employers, and...
by Andrea | Dec 2, 2020 | Retirement Planning, Wealth
If you have had any previous experience with a financial advisor, chances are the conversation revolved around how much money you have, where it’s located, and how we can do a better job. It would seem that most investment firms share the same singular focus of trying...
by Andrea | Dec 2, 2020 | 401k
The Check Story Let’s assume that you call me one day and want to borrow $10,000. I hand you the check, but before you take it you are going to ask me two questions because you need to do your due diligence. The first question you ask is, “How much interest are you...
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