Top 10 Questions to Ask a Financial Advisor at Your First Meeting

Check out the 10 questions you should ask an financial advisor before hiring one.

What Is a 401(k)? Everything You Need to Know

A 401(k) is an employer-sponsored retirement savings plan. Commonly offered as part of a job benefits package.

What Is a Roth IRA and How Does It Work?

A Roth IRA is a special individual retirement account (IRA) where you pay taxes on money going into your account, and then all future withdrawals are tax free.

How to Create a Retirement Budget for Financial Freedom

A retirement budget will allow you to track how much you’re spending and to spread your savings out so that you can live the lifestyle that you want.

How to Create a Retirement Budget That Fits Your Future

Tailoring a retirement budget involves envisioning lifestyle needs, calculating income sources, budgeting essential and discretionary expenses, and accounting for inflation and longevity.

Why Should I Invest 15% of My Income for Retirement?

Investing 15% of income for retirement secures future financial stability, sustains lifestyle needs, and fosters disciplined savings habits.