Key Points Introduction When it comes to investing and financial planning, there’s no one-size-fits-all approach or a silver bullet that solves all problems. However, there are some important tips and strategies that can help you improve your ability to reach your financial goals regardless of your earning ability or risk tolerance. In this blog post, […]
Robo Advisor Vs Human Financial Advisor: Which is better?
Key Points Introduction The argument over whether a Robo-advisor or a human financial advisor is better has been raging for some time now. Given the fact that technology is only improving as times go on, it’s unlikely it’ll end anytime soon. So, which is better? A human financial advisor or a Robo-advisor? Will Robo Advisors […]
What Percentage of Your Income Should Go To Retirement
Key Points Introduction If you’re thinking you’d like to retire by 60 or earlier, you’re absolutely not alone. Many people are tired of working their jobs and hoping to get the opportunity to spend a little more time living the lives they hope for outside of work. The question is, how much should you actually […]
5 Easy Tips To Help You Improve The Way You Track Your Spending
Key Points Introduction Do you have a budget? Do you find yourself struggling to stick to it? You’re not alone. In fact, a recent study found that only 32% of Americans actually have a budget and stick to it. If you’re looking to get your finances on track, one of the best things you can […]
Possible Outcomes of a Biden Presidency
Key Points Blaine Thiederman | 10/16/2022 As the US Presidential Election approaches, many people are wondering what the economic impact of the election results will be. One of their biggest concerns may be how they will be taxed as a result of the election. However, the election result does not inherently guarantee that either candidate’s […]
Is a Roth Conversion the Right Move For Your Retirement Plan?
Key Points Blaine Thiederman MBA, CFP | September 23, 2022 4 Considerations to Make Before Doing a Roth Conversion There are two common types of individual retirement arrangements (IRA) that you can invest in when saving for retirement: a Roth IRA and a Traditional IRA. When reviewing some of their differences, it’s important to ask […]