by Robert Sechrist | Aug 28, 2023 | Investments
Effective financial planning includes insurance planning, a critical component that many, especially women, in my experience, tend to overlook. It is an important strategy for safeguarding your assets and loved ones against potential risks. Two insurance policies that...
by Jason Sechrist | Jun 22, 2023 | financial planning, Investments
KEY POINTS If you want to sell your Series I bonds within five years, it’s important to consider the timing of the three-month interest penalty to maximize your earnings. Your I bond yield adjusts every six months based on your purchase date, not the U.S....
by Robert Sechrist | Jun 12, 2023 | Investments, Money
Instead of taking money out of the stock market, sticking to a long-term plan is generally the best move. Key Insights It is nearly impossible to accurately predict short-term movement in the market. Jumping into and out of equity investments could jeopardize a...
by Robert Sechrist | May 22, 2023 | financial planning, Investments, Uncategorized
Tips for navigating an ‘unprecedented’ market, according to auto KEY POINTS The average new car transaction is around $48,000, up 37% in the past five years, according to Edmunds data. “Things are improving a bit for shoppers,” said Matt Degen, editor for Kelley Blue...
by Robert Sechrist | Mar 27, 2023 | financial planning, Investments, retirement
Pre-tax vs. Roth 401(k): Deciding which to use for retirement is trickier than you think KEY POINTS The choice between pre-tax and Roth 401(k) contributions may be trickier than you expect, financial experts say. While pre-tax 401(k) deposits offer an upfront tax...
by Jason Sechrist | Mar 23, 2023 | financial planning, Investments, Money
How to earn $30,000 in interest only every year in retirement While the thought of funding your retirement adequately might be daunting, if you start planning now you’ll certainly be thankful later. Retirement usually entails replacing your former annual salary...
