Retirement planning. Unfortunately, it is not something that can wait the year you stop working. Procrastination here will reduce your chance of living an ideal retirement lifestyle or worse yet, force you to work your entire life. In...
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I meet with many elderly folks that were victims of unscrupulous financial advisors. There are many types of financial professionals out there today: some very...
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As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what's...
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By: Dustin Javier, CFP® AWMA® CERTIFIED FINANCIAL PLANNER™ CDs (Certificate of Deposits) are considered to be very safe investments and are commonly sold at banks and credit unions. Conservative baby boomers like my own...
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Retirement Plans for Small Businesses If you're self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the...
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On average people change jobs 12 times throughout their lives. This often means a shoe box full of old 401k retirement statements. Many people forget about these old plans, costing them potentially thousands of dollars if funds are not...
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Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning...
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There's no denying the benefits of a college education: the ability to compete in today's job market, increased earning power, and expanded horizons. But these advantages come at a price. And yet, year after year, thousands of...
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Medical Professionals: A Prescription for Your Financial Health The demands on medical practitioners today can seem overwhelming. It's no secret that health-care delivery is changing, and those changes are reflected in the financial...
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Among the many households I help, many work for the US Government. Whether your employer is the post office, VA, or military, a well-managed TSP can be an excellent retirement vehicle. The TSP is similar to a 401k plan for private...
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