Budgeting / Saving
Hierarchy of Savings Vehicles
401(K)s, HSA, 529 Plans, and IRAs are all types of savings vehicles that you may have heard of. What do they all do, and more importantly, how do you know when to
401(K)s, HSA, 529 Plans, and IRAs are all types of savings vehicles that you may have heard of. What do they all do, and more importantly, how do you know when to
Many people are left wondering when the recession will end. While there’s no dinner bell to tell us when it’s over, we can look at previous recessions and see how long it
With Thanksgiving in the rearview mirror, many of us are finalizing holiday shopping lists and making end-of-year medical appointments. But it’s also time to think about taxes. Yes, April is still four
By: Martin Romo & Jim Fullerton It’s déjà vu all over again. With inflation higher than it has been since the 1970s, interest rates rising and the economy slowing, many have grown
Dimensional has been working with financial advisors for more than three decades. To recognize the impact they have on the investor experience, we compiled a list of 10 attributes of great financial
At Worthen Financial Advisors, we work with our clients to determine the right size emergency fund to be held in cash in order to meet unexpected needs. Many of our clients also
Because the administration calculates the cost-of-living adjustment (COLA) based on inflation, we believe this year retirees could see their monthly benefits increase by an estimated 8%-10%—the largest percentage increase since the early
Like an experienced distance runner who knows obstacles and difficulties are simply part of the path ahead, as investors, we know volatility is to be expected. We have just experienced the
Stick to your plan. Everyone wants to see their portfolio grow, but most investors fail not during times of growth, but by panic selling when their portfolio starts to decline. If you
Just because nothing has changed for you does not mean you can forego carefully reviewing your enrollment options. It is likely that costs and coverages for your current plan have changed, even