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Your Money

By David Wentz Retirement planning is a crucial financial milestone in one's life. However, it's not just about saving a substantial nest egg; it's also about ensuring that your savings can sustain your lifestyle throughout your retirement years. One of...
By David Wentz Inflation can have a significant impact on investments. Here's how inflation affects various types of investments and some strategies to mitigate its effects: Purchasing Power Erosion: Inflation erodes the purchasing power of money over time. If your...
By David Wentz Passive and actively managed funds are two different approaches to investing in the financial markets, particularly in the context of mutual funds and exchange-traded funds (ETFs). These approaches have distinct characteristics and objectives, which can impact investment...
By David Wentz When engaging with a financial planner, it's important to ask thoughtful questions to ensure that you receive the best advice and make informed decisions about your finances. Here are some key questions to consider: Qualifications and Experience: What...
By David Wentz Moving your 401(k) to an individual IRA (Individual Retirement Account) can have several potential benefits, depending on your financial situation, goals, and preferences. Here are some of the key advantages: More Investment Options: IRAs typically offer a...
By David Wentz As parents move into the phase of life known as "empty nesters," their financial priorities often shift. With children grown and potentially out of the house, this stage presents unique opportunities for empty nesters to reassess their...
By David Wentz In the realm of personal finance, individuals often seek ways to maximize their savings and investments while minimizing tax liabilities. One powerful tool that can help achieve these goals is a Roth Individual Retirement Account (IRA). In...
By David Wentz Investing in real estate can be a lucrative strategy to build wealth and secure financial stability. However, navigating the complexities of the real estate market can be challenging without the right guidance and expertise. This is where...
By David Wentz Graduating from college is an exciting milestone, but it also marks the beginning of a new chapter filled with financial responsibilities and challenges. Building a strong financial plan early on can set you up for long-term success...
By David Wentz Investing is a powerful tool for growing wealth, but it also carries inherent risks. As an investor, understanding and managing these risks is crucial to protect and maximize your investment portfolio. In this article, we will explore key...
In today's dynamic financial landscape, it is crucial to have a solid understanding of basic money investment strategies and options. Whether you are a novice investor or someone looking to grow their wealth, making informed investment decisions is essential....
By David Wentz Investing at a young age can set the stage for long-term financial success. Whether you're a recent graduate, a teenager with a part-time job, or even a preteen with a small allowance, starting early offers unique advantages...