taxable brokerage account

401Ks And IRAs Reign Supreme, But Here’s Why You Shouldn’t Overlook Taxable Brokerage Accounts

Yes, 401(k)s are awesome. Roth IRAs are amazing. But what about the personal taxable brokerage account? Is there a place for a regular, boring personal brokerage account in today’s investing world? In my opinion, yes. No doubt. For a large number of people, using a personal brokerage account is a necessity if you want to […]

Read More

How to Balance Student Loan Debt and Retirement

5 Things You Need To Consider When Balancing Student Loan Debt and Saving For Retirement

By now, you’ve probably already heard that the student debt crisis in America is off the charts. In 2019, the total student loan debt balance topped $1.5 trillion, almost 50 percent higher than the national credit card debt. Of that amount, millennials ages 25 to 34 account for over $497 billion, and 15 million borrowers, with […]

Read More

When does it make sense to hire a financial advisor

When Does It Make Sense To Have A Financial Advisor?

When it comes to money and personal finance, chances are that you feel inadequately prepared to handle everything. And it’s not your fault. Schools don’t teach the financial skills we all need to navigate ‘real life’. So unless your parents are experts, chances are you weren’t taught nearly enough personal finance skills. To be 100% […]

Read More