Independence means not relying on anyone or anything else; strong and able to survive alone; free. Sound pretty good? Let’s take it a step further and explore financial independence. That…
Tag: IRA
When you’re ready to invest for your long term goals you’ll need to choose where to do that. We don’t mean what to invest in , that’s a different step.…
An individual retirement account or IRA is a type of investment account designed to help you invest money for retirement in a tax efficient manner. IRA’s have annual contribution limits…
We all experience a change in circumstances at some point; a new job, a move to a new city, getting married or divorced, etc. And with each of these changes,…
A beneficiary is a person, people, or entity designated to receive assets (money, property) from another person in the event of that second person’s death. A beneficiary can be set…
An estimated 79% of Americans have access to a 401(k) plan as part of their employee benefits package and are able to save and invest in a tax efficient way…