One of the most frequent questions we get as Financial Advisors is, “Should I invest in a Traditional or Roth IRA?” The differences may seem minor, but they can have outsized consequences on your financial future depending on your current expenses, tax bracket, and future earning potential.
With the vacations, ball games, and beaches in our lives during the summer, the last thing on most people’s minds are their finances. However, the slower pace of the season offers a great opportunity to take care of a few of your financial to-do’s that take just a few minutes but can greatly help protect, simplify, and advance your financial life.
Credit card debt in the United States is at all-time highs, with almost $1.05 Trillion in outstanding balances and average interest rates of 21.59%. How else could you spend these funds if they weren’t allocated towards interest payments?
The popular Intuit personal finance app, Mint.com, will permanently close as of March 23, 2024. For those unfamiliar, Mint.com is a free site used by more than 25 million people to aggregate their financial accounts, create and track budgets, monitor their net worth and much more!