by Cindy Joyce | Aug 2, 2019 | Investing, Retirement Planning
Written by: John Paul Curtin An Individual Retirement Account, or IRA, is an account that allows you to build retirement savings while taking advantage of tax-free growth on your investments. In 2019, the IRA contribution limit was raised to $6,000/year for...
by Cindy Joyce | Jul 2, 2019 | Agili Personal CFOs, Education Planning, Estate Planning, Investing, Retirement Planning, Taxes
Written By: Davis Barry and Dan Honsberger While planning for retirement is an important consideration for everyone, there are many triggers that can lead one to seek financial advice. For many Gen X’ers and Millenials, simply getting finances organized and putting a...
by Cindy Joyce | Jun 6, 2019 | Estate Planning, Goals, Investing
Source: www.thebalance.com Written By: Elissa Wurf PhD, CPA, EA Nearly half of Americans over the age of 15 (49.9%) are currently single, according to data from the 2018 Census on America’s Families and Living Arrangements. When you add in the 1.5% of people who are...
by Cindy Joyce | May 31, 2019 | Investing
Written By: Conor Clark, CFA CREDIT RATINGS VS. CREDIT SCORES Most readers are likely familiar with credit scores. Based on a person’s history of borrowing and making timely repayments (or not), a credit score is a measure of an individual’s credit worthiness. Credit...
by Cindy Joyce | May 1, 2019 | Investing
Written By: John Paul Curtin A brokerage account is a taxable (non-retirement) account that is held at a licensed securities firm or brokerage. Typically these investment accounts are set up to link to a checking or savings account to allow for electronic transfers of...
by Cindy Joyce | Mar 29, 2019 | Investing
At times, the database and ranking system created by Morningstar, an investment research company often relied on by both retail investors and institutional investors alike, is imprecise in describing the philosophy of a mutual fund or exchange traded product. This...
