A Millennial’s Guide to Financing Your Child’s College Education
Congratulations, high-income earning millennials! You’ve worked hard, built a successful career, and now you’re thinking about your child’s...
Tag: Investing
The Backdoor (Roth) Might Be Closing
The Roth IRA can be a great way to hedge against rising taxes in retirement. One of the best aspects of a Roth IRA (or Roth money set aside in a 401(k)...
5 Smart Ways To Use Your Monthly Child Tax Credit
ICYMI the IRS is rolling out Advance Child Tax Credit Payments starting on July 15th.
Normally, If you have any qualifying children under the age of...
The 5 Biggest Mistakes Millennials Make with Money
Our generation is notorious for not being so financially savvy. It’s up to us to change the game. So, what can we learn from the 5 biggest mistakes...
Decoding the SEP-IRA
By Mack Bekeza, CFP®
With millions of small business owners in the United States, one of the most significant problems they face is how do they plan...
The Basics of the Traditional IRA
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...
The Basics of the Roth IRA
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...
How Can You Prepare for being Furloughed or Laid off?
By Mack Bekeza, CFP®
With multiple states beginning to “reopen” their economies, many are worried about the possibility of being furloughed...
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