Archive | Financial Planning

IRA Rollover

What to know when considering an IRA rollover Do a transfer instead. That’s correct, if you are wanting to move your existing IRA account to a different IRA account at another institution you should execute a trustee to trustee transfer not a rollover. First step would be to open a new IRA account and then […]

How To Create A Budget

Creating a budget is not difficult and should take between 20 minutes and a few hours depending on how well you know your financial situation. Step 1: Take a snapshot of your monthly income statement. In other words start with a spreadsheet and make two columns. Label the first one income. Each row below it […]