by Jennifer Tompkins | Jan 20, 2022 | Personal Finance
Which account is most appropriate for meeting your personal goals? There are many account types with different features and benefits. Some may be more or less beneficial for you depending on your goals and your financial situation. For many investors the terminology...
by Jennifer Tompkins | Dec 15, 2021 | Personal Finance
Finding the right financial advisor can be a challenging process. You want to work with someone who has the right credentials and relevant experience to help simplify your financial life and put you on a path to reach your goals. Whether you have a referral from a...
by Jennifer Tompkins | Nov 22, 2021 | Personal Finance, Taxes
The latest proposals to reform current tax laws have been atop the headlines for quite some time. How the rules may or may not change is yet to be determined. Furthermore, how those rules change throughout the rest of your life is highly unpredictable. Therefore,...
by Jennifer Tompkins | Oct 18, 2021 | Personal Finance
The “right” time to talk to a financial advisor is different for everyone. Some advice you’ll read on the internet says to hire an advisor once you can save 20% of your income. A more helpful way to approach this question is to list your financial goals and how you...
by Jennifer Tompkins | Sep 22, 2021 | Personal Finance
One way to grasp the importance of financial planning is to think about the process of building a home. The construction process requires carefully crafted blueprints and design, professional tradesmen, materials, permits, and lots of time. The backsplash, faucets,...
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