When first considering your investment options, many people decide to utilize a 401(k) for their retirement plans. This is often due to an appealing employer's plan for company matching. Unfortunately, if you leave the company where your 401(k) resides for any reason other than retirement, you'll need to take action regarding 401(k) rollover.
Retirement Planning for Millennials
Being self-employed brings freedom to build your own business or career path. For many, working for others just isn't an option. Of course, the downside of being the boss is the inherent responsibility to oversee every aspect of your operation seven days a week.
Top 7 Budgeting Tips to Fund Your Children’s College Tuition
College is expensive and getting stuck with student loan debt can lead to lifelong payments that far exceed the actual cost of college. If you have children or are planning to have children and want to provide them with the best opportunity possible, saving for college should start early.
Disability Insurance: Avoid The Most Commonly Overlooked Element Of Financial Planning
Wealth protection and preservation is a vital part of any financial plan.
How to Protect Yourself Against IRS Audits
Spending time working on your taxes can be a scrutinizing task, especially if you’re a business owner or sole proprietor. Regardless of how meticulously you file, there’s always a chance that you’ll be audited by the Internal Revenue Service. In fact, roughly 1 in every 220 individuals were audited in 2020.
Professional Spotlight: William Bevins, CTFA at Cypress Capital (Franklin, TN)
One of the best aspects of being a wealth manager is helping people achieve their financial goals. For many people, talking about money or finance is generally a turnoff. I get that. Some elements are confusing. It’s not like accounting or investment courses were a requirement while we were in school. I know that a conversation about how money, investments, or retirement plans work can put some to sleep.