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How to Choose a Financial Advisor
How to Choose a Financial Advisor You've decided you want help with your finances. Good. That's honestly one of the best decisions you can make. But now comes the part nobody talks about: how do you actually find the right person? The...
Read MoreThe Top 10 Most Searched Financial Questions — Answered
From emergency funds to investment returns, a certified financial planner breaks down what everyone wants to know By Stephen Jones · Jones Financial Partners · 8 min read Money is one of those topics that sits right next to family and...
Read MoreThe Roth IRA: The Retirement Account That Lets Your Money Grow 100% Tax-Free
The Roth IRA: The Retirement Account That Lets Your Money Grow 100% Tax-Free Why this 1997 rule change might be the single best savings decision you ever make By Stephen Jones · Jones Financial Partners · 5 min read What if you could...
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What Is Your Freedom Number — And Do You Know Yours?
What Is Your Freedom Number — And Do You Know Yours? Most people plan for retirement. Fewer plan for freedom. Retirement is a date on a calendar. Freedom is something different — it's the moment when work becomes optional. When you...
Read MoreSECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
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Latte Factor Round 2: How Coffee Can Help You Save For Retirement (Video)
Hello everyone, today we're going to talk about coffee and how you can use it to save for retirement. Well, not coffee by itself. But how much you spend on coffee can definitely determine how much you're going to have in retirement....
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May 29 Is 529 Plan Day
A brief history 529 plans were created by Congress in 1996 and have been modified through the years by various pieces of legislation. Known officially as "qualified tuition programs" or QTPs, 529 plans are so named because they are...
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Coronavirus (Investing, I'm going to try and ease your mind)
We are living in unprecedented times; even skilled investors have fallen into their emotions. You would not be human if you did not experience just a little bit of fear during these times. The best thing you can do at this time is not...
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New Year's Resolutions : 2020
If you chose to make some New Year’s resolutions, you have plenty of options. You could strive to study more, or strive to eat healthier and exercise more. You could decide to shoot 100 free throws a day. Or you could strive to...
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Saving for Retirement and a Child's Education at the Same Time
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge....
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Should You Buy Life Insurance?
At some point in your life, you'll probably be faced with the question of whether you need life insurance. Life insurance is a way to protect your loved ones financially after you die and your income stops. The answer to whether you...
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Debt Consolidation
If you have a lot of debt, you're not alone. Today, more and more Americans are burdened with credit card and loan payments. So whether you are trying to improve your money management, having difficulty making ends meet, want to lower...
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