Some Commonly Asked Questions To Which I Can Provide Answers

 

Why Do You Need A Financial Advisor: Watch the Video Above. 

Over the years I have noticed that some questions are asked more often than others.  Below I have listed some of the more common ones.   If you have wanted to know the answers to these questions or many others, I can provide direction in a complimentary one-on-one meeting.  There is no cost or obligation so please take a moment to call to schedule a time to become informed or fill out the form on my site. 

What is the difference between a Roth IRA and a Traditional IRA?

I am retired and scared of the market.  What should I do?

How do I know if I am saving enough for retirement?

Should I put money in my 401(k) or in my own retirement account?

How much does college cost now?

How much money should I have set aside for emergencies?

What does a  financial plan provide?

How do I know what choices to pick in my retirement plan at work?

How often should I rebalance my portfolio?

What's the cost of long-term care?

Do I need to worry about disability?  After all, what is the likelihood of not being able to work for a period of time?

If something were to happen to me, would the people who depend on me be okay financially?

Click on the links below to watch me discuss these and many more financial topics.

How many ways are there to invest money?

Watch the Tax Triangle video to find out. 

 
 

TAX TRIANGLE

 

For those of you Doing it Yourself. I have a quick 10-minute video on how to DIY Risks. These are the types of ways I stand out as a Financial Planner/Investment Advisor Representative. 

 

 
 
 

 

DIY RISKS

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Mutual Funds and Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.