Interested in mutual funds but feel you lack the knowledge necessary to get started? Don’t worry! You’re not alone! Researching which mutual funds to invest in can prove to be overwhelming if you don’t truly understand mutual funds and how they work. Let me share some of the basics with you.
The Security and Exchange Commission […]

Many people struggle with whether to invest in a money market account or a certificate of deposit (CD). If you are one of these people, the first question you should ask yourself is, “What is the purpose of the money I’m investing?” Your answer will most likely fall into one of the following categories…

“I want […]

In order for you to better understand what a 401(K) is, let me first explain its origins. The 401(K) was first introduced in 1982. It is named after the section of the federal tax code, section 401, paragraph (K). This section gives the plan its tax advantage status. That advantage being, any money you put […]