OPEN MENU

OPEN MENU

5 Things Financial Advisors HIDE From Clients

Investing

In an ideal world, financial advisors would have your best interest in mind. But there are financial advisors that don’t and hide important details from their clients. Here are 5 important details about your investment portfolios that they are not telling you about.

read the post now

In an ideal world, financial advisors would have your best interest in mind. But there are financial advisors that don’t and hide important details from their clients. Here are 5 important details about your investment portfolios that they are not telling you about.

read now

A backdoor Roth is a strategy for getting money into a Roth IRA if you’ve exceeded the income limits to contribute directly by transferring money from a traditional IRA. In this process, the pro-rata rule applies. Read this article to learn how it all works.

read now

Organizing your finances can be overwhelming and stressful. Here are 5 tips to help manage your money and make your financial planning less stressful. Learn how to put your financial goals into action.

read now

Figure out how to calculate the amount you’ll have saved for when you retire and what you need to be comfortable.

read now

The big question of the year is what to do with your money in these uncertain times? With banks paying next to nothing on the cash in your accounts and the stock market dropping, where can you make a decent return while keeping your money protected?  Have you heard of an I Bond? Otherwise known […]

read now

There is a lot to talk about when it comes to student loans, so today I’m just going to speak from experience. I’m going to unwrap all the mistakes I made and what to do about them, as well as how to do it the right way!  When I graduated high school, I could attend […]

read now

Today we’ll be breaking down the basics of how stocks work! When you buy stocks, you’re buying a tiny portion of a company. The number of shares doesn’t really matter.  As an example, when you buy one $200 share of Apple you now own $200 of Apple. If you were to buy forty $5 shares […]

read now

What even is a 401k rollover? This just means moving money from your employer retirement account once you no longer work for them. You have a few options when doing this! You can take that money and cash it out. BEWARE: you will have to pay a penalty as well as taxes on the money […]

read now

Everyone has a different lifestyle and different needs, so it’s obvious that no one method will work for everyone when it comes to planning for retirement. Today, we’re going to discuss why it’s important. This is pretty simple for me: I want to tuck money aside for the long term so that eventually I will […]

read now

Today I’ll break down 5 common investment terms you need to know in order to know what options you have when investing your money.  A stock is a portion of a company. Think of it like a pie! If the pie is cut into slices, stocks are the slices. If the company grows, your slice […]

read now

need help investing?

Let's Get Started Investing, Together.

Browse my best selling courses to get a solid foundation on how to start investing and preparing for your future!

check it out