Earlier this afternoon I sat down for the first time with a client who was just beginning her investment journey. She, like many that I've sat down with before
Our financial markets have made a gargantuan move higher since the presidential election results back in November. If you have an IRA, 401K or other investment
1.) YOU DON'T NEED MUCH TO START ONE
One of the most common misconceptions I run into when working with someone is that they think they need to invest $5k or
A common question I'm asked is whether someone should be contributing to their IRA, employer 401k/403b, or should they do both?
Here are a few of the questions