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Mike Plumlee, Financial Planner’s Blog

Threats To A Comfortable Retirement

Threats To A Comfortable Retirement

When it comes to your retirement, you’re the only one who’s ultimately going to be looking out for your best interests. While a financial advisor can help you through the steps of making sure that your retirement funds are properly secured, it’s up to you to make sure that you have enough money set aside to help you in your later years. That means understanding the most common threats that put retirement funds at risk. Keep these in mind before you sit down and define with your retirement goals.

How To Invest In Stocks

How To Invest In Stocks

When it comes to building wealth, few avenues are as effective as investing in the stock market. However, just because investing in the market is generally effective, it doesn’t mean that everyone knows where to start.

Estate Planning Tips

Estate Planning Tips

It is not uncommon for people to procrastinate on estate planning. Even people who already have an estate plan may not have reviewed it in some time. Changes in the family, such as births and deaths, or in tax laws should trigger a review. Otherwise, people should...

What is a Roth IRA?

What is a Roth IRA?

One of the more common investment options that financial gurus recommend for retirement savings is the Roth IRA. This type of retirement account has some features that are similar to the Traditional IRA option, but it also has some that are much different.

Maximize Your Social Security Benefits

Maximize Your Social Security Benefits

When it comes to planning for social security, there's one big question that looms over the rest. Should you take your benefits now or wait and let them mature? But that's not the only question to consider. It's important to take these other factors into consideration...

A Beginner’s Guide to Financial Planning

A Beginner’s Guide to Financial Planning

Financial planning can be a stressful concept for some people. It includes things like budgeting, retirement planning, saving, insurance and getting out of debt. Sometimes it’s easier to hire a financial advisor, but sometimes taking steps to lay the groundwork for your financial future can be done by you and your family.

5 Reasons to See a Financial Advisor

5 Reasons to See a Financial Advisor

When most people hear the term financial planner, they only think about someone who is going to cut their spending and tell them that they need to save for retirement. But financial advisors have the tools to help individuals manage finances, plan for retirement, analyze their investment portfolio, and save for future expenses.

3 Ways To Check Your Credit Score For Free

3 Ways To Check Your Credit Score For Free

While most people understand the importance of your credit score when it comes to making large purchases such as a home or auto, the truth is, your credit score affects far more than that. It also determines the interest rate you pay on credit cards and even how much...