Articles of Interest

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who knows and understands your financial needs and goals better than you? Well, the truth is that a financial professional is far better suited to the task.

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s.

Esther Kuznetz discusses the benefit of donating stocks and other assets to charity.

Esther Halt discusses if we should start adding some risk to our portfolios and looking forward in the markets.

Esther Halt discusses what to do with your 401(k) after you leave your job.

Esther Halt discusses where to take money from and what might be the benefits or pitfalls of taking it from one place or another.

Esther Halt discusses The CARES Act and how it might impact your IRA/401(k) contributions and distributions, as well as some new student loan provisions.

Esther Halt discusses Where the “bottom” might be and why it might be sooner than later.
 

Esther Halt discusses the silver lining and opportunities that could be coming soon.

Esther Halt discusses how coronavirus is affecting the markets.