Tag: Certified Financial Planner

The Basics of the Traditional IRA

May 29, 2020
Finance

By Mack Bekeza, CFP® Hopefully, you enjoyed my piece on Roth IRAs, but what about Traditional IRAs? Don’t people ask me about those too? Well yes, they do! For those who earn too much to contribute to a Roth IRA, you may want to consider the Traditional IRA (or just IRA) What is a Traditional IRA? Established...

The Basics of the Roth IRA

May 22, 2020
Finance

Mack Bekeza, CFP® As a Certified Financial Planner™, one of the most frequent questions I am asked is, “How does a Roth IRA work?” The Roth IRA can be a powerful tool for retirement planning and is usually one of the first retirement accounts investors establish to save for retirement due to how easy...

Should you Finance your Car?

May 15, 2020
Finance

By Mack Bekeza, CFP® Thinking about buying a new car…or at least a car that is new to you? Should you even finance a car purchase in the first place? This question has been a hot topic for a long time and for good reason, car buying is fun, especially if you have your eyes on a nice car. You know...

How Can You Prepare for being Furloughed or Laid off?

May 7, 2020
Finance

By Mack Bekeza, CFP® With multiple states beginning to “reopen” their economies, many are worried about the possibility of being furloughed or even laid off. So in times such as these, what can one do to prepare for something like this? Before we dive in, what is the difference between...