Tag: Mackenzie Bekeza

Is Being an Independent Contractor Worth it?

July 10, 2020
Finance

By Mack Bekeza, CFP® One of the most significant rights someone has in the United States is the ability to pursue happiness and can bear almost any “how” in terms of getting there. With that said, many people value being their own boss and live an “eat what you kill” lifestyle....

Decoding the SEP-IRA

June 19, 2020
Finance

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 for retirement for themselves and their families while growing and maintaining their small businesses. On top of that, how can they incentivize their...

How Does a Credit Score Work?

June 12, 2020
Finance

By Mack Bekeza, CFP® A question I have been asked about lately is, how does a credit score work? If you are someone who is currently in debt or is considering opening a line of credit, you might want to read this! Why is it important to know your credit score? Knowing your credit score is essential...

Do You Have Unclaimed Property?

June 5, 2020
Finance

By Mack Bekeza, CFP® Did you know that 1 out of 10 Americans have something called Unclaimed Property? Did you also know that, according to the National Association of Unclaimed Property Administrators, approximately over $1,000,000,000 of unclaimed property is returned to its rightful owners/heirs...

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...