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PROs and CONs of I Bonds

Retirement

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 […]

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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

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 […]

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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 […]

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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 […]

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When it comes to retirement, things can get stressful! Let’s walk through your retirement options and break them down to see what fits for you! The three most common types of retirement accounts include a 401k or 403b, a traditional IRA, and a ROTH IRA.  The first step is to check with your employer and […]

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When starting your investment journey, picking where to invest in index funds is important. The two firms we will be talking about today, Fidelity and Vanguard, have a few key differences. When looking at what they each offer, pay attention to fees and performances. I like to compare funds side by side so you can […]

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To start things off simple, I’ll give you the problem to solve to figure out your net worth. Assets – Liabilities = Net Worth I’ve shared our investment portfolios before, but that’s really only half the story. Net worth is important to monitor because it gives us a metric we can use over time to […]

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A lot of people find themselves in an annuity by accident, so if it’s happened to you don’t worry! It happens all the time. Some financial advisors earn a commission off of getting you into annuities! Especially if insurance or annuity is their primary thing, they may not be giving you a good idea of […]

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When it comes to your financial freedom, trying to decide between investing or paying off debt can be confusing. To make things a little easier, let me show you how I run the numbers and make the call. Let’s get started! The first step is to write out all your numbers. Make a list that […]

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Today we’ll be reviewing my personal portfolio and seeing how our investments grew $100,000 in just 5 months. We have a combination of accounts that all serve different purposes for us, but they all contribute to our portfolio. A little tip I would like to give you when starting out: Done is better than perfect! […]

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