Blog: Three Biggest 401k Mistakes!
Understanding your 401k can sometimes be difficult. It’s possible that you’re making mistakes with your 401k that you aren’t even aware of. In this video, Alvin Carlos, from District Capital… Read More
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Blog: Pros and Cons of a 529 College Savings Plan
Would you like to start saving for your child’s college? In this article, we will discuss the pros and cons of saving through a 529 college savings plan. If you… Read More
Blog: Top Three Thrift Savings Plan Tips
Are you working in a government job or serving in the military? If so, watch this video for three tips that can help you make sure you are maximizing your… Read More
Blog: What is the Best Roth IRA Calculator?
Do you want to know how much you can contribute to a Roth IRA this year? The main benefit of contributing to a Roth is you will be able to… Read More
Blog: 3 Types of Insurance You’re Forgetting
Will you get injured? Could someone sue you? Could you injure someone else? These are terrible events that seem unlikely. Contrarily, they actually happen more often than you think. In… Read More
Blog: 4 Questions to Ask a Potential Financial Advisor
Have you thought about hiring a financial planner? If so, you may be wondering what you should know about them before you hire them. In this video Shanna Due, of… Read More
Blog: How to Rollover an IRA to 401k
If you have recently started a Backdoor ROTH IRA, you may be at the point where you need to Rollover your IRA to a 401K. In this video, I’m going… Read More
Blog: Financial Advisor: How to Find One You Can Trust!
Deciding to hire a financial advisor can be a big decision. Once you’ve decided to hire a financial planner, finding the right one to fit your needs can be challenging.… Read More
Blog: Financial Planners: Are they Worth It?
Are financial planners actually worth it? Check out this video for some points to consider as you answer this question for yourself!
Blog: 2020 Election: How Should You Invest?
Questions about investing during an election year? You’re not alone! The 2020 Election has people asking questions about how to position their 401k, IRA, and their overall investment portfolio. I’ll… Read More
Blog: Should I Buy a Vacation Home?
Have you been thinking of buying a vacation home? Maybe somewhere close to the water or a cabin in the mountains? It’s nice to have a place to getaway, right?… Read More
Blog: Payroll Tax Deferral Explained!
Have you been hearing talk about the payroll tax deferral program? All the chatter has some people wondering if it does or doesn’t apply to them. Check out this video… Read More