A portfolio stress test can help give you some peace of mind about that … but if you’re not careful, it could give you a false sense of security. To get results you can trust, make sure the parameters you’re using are realistic. You just left a meeting with your financial adviser, and your nest […]
Read More
Jumping into the stock market now for the first time is a mixed bag. Though stock values have fallen over the past week, we’ve thus far avoided the big market crash so many people were talking about earlier this year. On the other hand, a lot of stocks are still overvalued, and if you’re investing on a […]
Read More
Building wealth has little to do with your job title. Some of the richest people I know are college dropouts, teachers, and unassuming professionals who lead modest lives. But one look at their bank accounts, and it’s clear they’re doing something right. Read more at https://www.businessinsider.com/personal-finance/financial-planner-richest-clients-same-habits-2021-2
Read More
Health savings accounts (HSAs) help you set aside money to pay for qualified medical expenses, but did you know they can also be a great tool for retirement planning? You can invest money stashed in an HSA in mutual funds and stocks, plus it offers valuable tax benefits—all of which make health savings accounts an […]
Read More
Tuesday marked the beginning of a special open enrollment period for anyone who needs health insurance or is interested in changing their 2021 plan through the Health Insurance Marketplace as implemented under the Affordable Care Act. The special open enrollment will run through May 15, and the folks at Charlotte Center for Legal Advocacy have offered up answers to some of […]
Read More