Five financial items you should consider before December 31st
We’ve only got a few weeks left in 2015, and I’m sure you are looking for something else to stress about during the holiday season, besides those family members shacking up with you for a few weeks (yes you cousin Eddie).
So let’s look at a few financial to-do’s you might want to review with your financial advisor before the end of 2015.
Should I invest in a Roth IRA?
Should I invest in a Roth IRA? This is a common question we are asked when sitting down with investors and going over their investment options. A Roth IRA is an individual retirement account that allows you to contribute after-tax money to use for ….
Should I use my 401k to pay off my mortgage when I retire?
At retirement, a very common question we are asked is, “Should I use my 401k from work to pay off my mortgage when I retire?” This article explains the possible advantages and disadvantages of using your retirement funds to ….
When is it OK to sell during a market downturn?
Have you thought about selling your investment portfolio during a market downturn? Many people fight this emotion often, but when is it OK to sell when the market falls? This article explains…
Texas TRS Retirement: Should I take the Partial Lump Sum Option (PLSO)?
A very common question from the teachers/administrators who are covered by the Texas Teachers’ Retirement System (TRS) is: “Should I take the partial lump sum option, or PLSO?” This article explains what you should consider…
Top 5 Questions You Should Ask Your Financial Advisor
Are you about to hire a new financial advisor? What questions should you come prepared with? This article gives you the…
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