Recently, I’ve been fielding a range of inquiries revolving around a common question: “Should I invest my emergency funds because rates are low?” The unequivocal answer is “No.”
Balance your portfolio like choosing vehicles for different terrains – from high-flying tech giants to steady staples like Hershey and Coca-Cola.
From home equity lines of credit to borrowing against investment accounts, having these options ready can offer flexibility and potentially prevent unnecessary taxes on investments.
Stay ahead of the game with the Roth Revolution—because when opportunity knocks, readiness is everything!
The Richest Man in Babylon can teach you a lot about where to put your money.
Discover how to balance time, money, and health effectively with insights from Naval Ravikant and financial advisor Mark Leibman, and optimize your life as a young high earner.
In a world of record-low interest rates and a $128 trillion global bond market, understanding implications is crucial.
Be cautious of generic financial advice; what works for others may not align with your unique goals and circumstances, emphasizing the importance of personalized financial planning.
Explore how strategic retirement planning can lead to significant tax savings with the stories of the Averys and the Bradleys, showcasing the benefits of allocation between traditional 401(k)s and Roth IRAs.
We see our client relationships as lifelong partnerships, guiding them through life’s changes with personalized financial planning, ensuring adjustments are made as needed for optimal outcomes.
Savings vehicles are tools for financial advisors; ensure yours employs diverse strategies, from retirement plan analysis to tax-efficient investments, for comprehensive planning.
Understand the risks of irrevocable distribution decisions and creditor status in deferred compensation plans, considering the T.A.G. test—Tax Efficient, Access, Growth Opportunity.
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Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.
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