by oscar | Sep 12, 2023 | All Posts, Blog
You’ve saved up using your 401k for decades, and now it’s finally time to retire! But now you have to face the question: how do I actually use my retirement paycheck? The money you’ve accumulated (in other words, your retirement paycheck) needs to be allocated in a...
by oscar | Aug 29, 2023 | All Posts, Blog
More than just investing for retirement, wealth management is the practice of preparing yourself and your family for the future. This includes not only watching your assets grow, but also taking care of those assets. One crucial way to do this is by creating important...
by oscar | Aug 15, 2023 | All Posts, Blog
Having a budget is an important way to keep track of your finances. Without a budget, it can be easy to watch the money come and go from your account without having a good understanding of exactly how it’s being spent. If you want to put yourself in charge of your...
by oscar | Aug 1, 2023 | All Posts, Blog
When faced with the challenge of needing quick cash, many investors wonder if borrowing from an IRA would be a good option. “Can I borrow from my IRA?”, is definitely a good question to be asking. However, “Should I borrow from my IRA?” may be...
by oscar | Jul 18, 2023 | All Posts, Blog
Planning for retirement can feel like a daunting job. Fortunately, whether you’re starting at age 20 or age 50, you can take steps to get your financial plan set for the new phase of life that you’ll enter when your working years are over. It’s a big...
by oscar | Jul 4, 2023 | All Posts, Blog
So, you got your paycheck. What’s next? How can you allocate the money properly so that you have enough for each aspect of your life? You need to be prepared for retirement, be ready for emergencies, work toward your goals (such as vacations, vehicles, etc.), and have...
