Are you striving for financial security and success? It starts with a clear plan. Goal setting is the backbone of the financial planning process, helping you stay on track toward your financial aspirations.
Without goals, it's easy to lose focus or mismanage your resources, leading to missed opportunities for wealth building. If you're serious about securing your financial future, you need to understand the critical role goal setting plays in that journey.
Read MoreA 401(k) plan can be funded through several avenues including contributions, a transfer, and a rollover. In this article, we will discuss the key differences between a rollover and a transfer along with the key steps required to avoid costly penalties and unfavorable tax consequences.
Read MoreToday is another article in from the Financial Advisor Blog Sharing Group. This group is made up of other like-minded financial advisors from around the country. The purpose of the group is to share useful content and spread the word about the virtues of Fee-Only Fiduciary financial advice.
Read MoreAfter finishing law school, Joe found himself at 29 with an entry-level position at one of the largest firms in his city, along with a lot of student loan debt. Joe also needed a car for his job and with no cash on hand he had to borrow money yet again.
Read MoreBelow is a quick guide to 401(k) plan rollover options and the pros and cons of each.
Read More
