Tag Archives | certified financial planner

401k Plans And How To Use Them

401k Plans And How To Use Them

How can we get the most out of our 401k plans? Ignoring articles that claim they’re a scam is the first step. Participating in your company 401k plan is a must if you’re serious about saving for the long term. Take these steps to make sure you’re not missing out. Participate If you’re eligible to participate in […]

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Tax-deferred vs Tax-free Investment Accounts

Tax-deferred vs Tax-free Investment Accounts

Tax-deferred vs Tax-free is a concept that is key to making good financial planning decisions. Most retirement accounts fall into these two categories. It’s critical to know which ones are which. It is also worth noting, this concept applies to more than just retirement accounts. Choosing which investment account to use for health and education […]

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