Maximize Your 401k 401k’s are powerful retirement savings tools. However, there are ways that you can maximize your 401k portfolio. In this article, we will go over the basic information you need to know to maximize your 401k. This includes the type of funds you can invest in, how to choose them, and [...]
Derivatives-An Introduction Derivatives are a type of security. Their value is dependent, or derived, from the value of underlying assets. These underlying assets could be stocks, bonds, commodities, currencies, interest rates, or market indexes. The value of the derivative will fluctuate according to the value of the underlying assets. However, derivatives are a broad [...]
Intro to Options Options are a type of investment that can add a layer of diversification for sophisticated investors. They are versatile, yet complex and extremely risky. This article will not make you a professional, but it will give you a basic idea of what options are, how they work, and what they can [...]
7 Investing Mistakes You Do Not Want to Make Investing is a sensitive and extremely important process. It is vital that you avoid making poor investment decisions. Your future financial health depends on it. In this article, we will go over 7 investing mistakes to avoid. Doing so will help you to become a [...]
Building Your Ideal Retirement Portfolio The ideal retirement portfolio will differ from person to person. What is an ideal retirement portfolio? It is a portfolio that will allow you to retire comfortably. While each portfolio will differ, generally it should contain certain core characteristics. In this article, we will go over those characteristics and [...]
Financial Basics for Millennials-Why They’re Important Understanding financial basics is extremely important. This is especially true in your 20s and 30s when you are just starting out. The financial choices you make now will have an impact well into the future. Because of this, it is important you make good choices in the beginning. [...]
Changing Employment-Your 401(k) Options It is important to understand your 401(k) options when you are changing employment. If you lost your job or got a different one there are certain things you need to be aware of. In this article, we will go over your options and your employee’s rights regarding your 401(k). Your [...]
Saving for College-529 Plan Basics Saving for college can seem like a daunting and overwhelming feat. But there are financial avenues to help you accomplish it. One of these tools is 529 plans. In this article, we will go over 529 plan basics so you can determine if it is the right choice for [...]
Your Retirement Savings Goal Setting a retirement savings goal is one of the most important parts of financial planning. However, once that goal is calculated, it may seem unattainable. In this article, you will find helpful tips on small, easy things you can do that will allow you to reach your retirement savings goal [...]
Beneficiary Designations-The Basics Retirement plan beneficiary designations refer to the people you name to receive your retirement account funds when you pass. Who you choose to be your beneficiary can have several different implications, so it is important that you understand the consequences before you name your beneficiaries. In this article, we will go [...]
