Whether you prepared a budget at the end of last year or if you have never made a budget, the end of January is a good time to consider your finances and spending. You may have been more optimistic at the end of the year about how much you could save or how little you […]
©Bring Clarity to Your Finances™. Adjust Your Budget in January While the Year is Still New is a post from Bring Clarity to Your Finances™
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Is your advisor held to a fiduciary standard, or a suitability standard? Do you know the difference, and what it can mean to your investments?
The post Fiduciary Standard for All Advisors? appeared first on Getting Your Financial Ducks In A Row.
A longtime favorite line that I like to use when people ask me what the market or economy are going to do in the near future, is to say “Sorry, my crystal ball is in the shop.” Or I’ll repeat what famed baseball manager Yogi Berra once said: “It’s tough to make predictions, especially about […]
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This post was inspired by a recent conversation I had with a former student. As is customary in my classes, I encourage students to contact me if they have questions while in the “real world” after graduation. The student was contemplating contributing the maximum to a Roth IRA for 2018 – which is $5,500, and then potentially doing the same for 2019 – which would be $6,000. His concern was market volatility. He was afraid of contributing to the IRA, then seeing is lump sums of $5,500 and $6,000 respectively plummeting if the market were to drop substantially. I told him to look at it from this perspective. The middle letter in the acronym IRA stands for retirement. This young man is 22 years old, planning to retire in 30 to 40 years. I told him that he could consider contributing the maximum to his Roth IRA every year, regardless […]
The post Focus On The Future appeared first on Getting Your Financial Ducks In A Row.
I’m going to tell you the secret to retirement planning. It’s easier than you might…
The post The Secret to Retirement Planning appeared first on Yardley Wealth Management, LLC.
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