The purpose of this blog is to inform and educate people about some of the everyday practices in the Financial Services and Investment Industry. Far too often I run into people who not only do not understand why they are investing in a certain product or account, but where and what they are investing in. It is my desire for people to get a greater understanding of these concepts through monthly entries into this blog.
Some of the topics I will cover will include-
* Alphabet Soup- Decoding SEP's, 529's, IRA's, 401k's and Roth's. What are the distinct advantages of these accounts.
* What is this?- Explaining Annuities, Mutual Funds, Stocks, ETF's, Variable Insurance, Municipal Bonds and options.
* Fact or Fiction- Making sense of myths and expectations, and how to find value in a landscape that can be very misleading.
* How to- Easiest ways to save for specific expenses using tax advantaged accounts.
I look forward to writing this blog and sharing some insight. The goal is to make ones life easier. Thank you for reading!
No comments:
Post a Comment