Roth IRA vs. Traditional IRA

Roth IRA vs. Traditional IRA

There is no wrong time to start saving for retirement.  If you’re fresh out of college starting at your first job, it’s not too early.  If you’re well into your career and need to start prioritizing retirement, it’s not too late.  Retirement can last a lot longer than...
4 Retirement Mistakes to Avoid in 2020

4 Retirement Mistakes to Avoid in 2020

The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. We’ve started to see businesses getting back in action here in Monmouth County and down by the Jersey Shore.  However the effects of the shutdown are...
The Stock Market is Not the Economy

The Stock Market is Not the Economy

When we think of financial health, a few things come to mind. The overall financial plan you put together with your financial planner is the most important.  What are some of the other factors besides your financial plan? Your investments, the Dow Jones Industrial...
How to Build Better Credit

How to Build Better Credit

One of the first steps to living a financially healthy life is having good credit. The national household debt now stands around $14.3 trillion. Now is the time to strategize for your personal credit development. Working with a financial planner, especially here in...