Year-End Retirement Account Reminders

Hi everyone,

Click below to watch this week’s blog. Enjoy.

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Have a great week!

Brian E Betz, CFP®
Principal

Things To Consider When Buying A Home

Things To Consider When Buying A Home

The home buying process can be overwhelming. It is a big financial commitment that requires patience, knowledge, and preparation. When planning for a home purchase, you should consider many factors. Here are several things to keep in mind when buying a home:

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Big News From TD Ameritrade

Hi everyone,

**In this week’s blog below, we highlighted the fact that TD Ameritrade is cutting its trade costs from $6.95 to $0.00 on all exchange-traded funds (ETFs). We stated that trade costs would still apply for individual stocks. That is incorrect. Trade costs are going to zero dollars for individual stocks as well, which is great news.**

Click below to watch this week’s blog. Enjoy.

(video created in Camtasia)
(charts created in stockcharts.com)

Have a great week!

Brian E Betz, CFP®
Principal

Why You Should Consider A Roth IRA

Why You Should Consider A Roth IRA

Participating in your company 401(k) or similar plan (i.e., 403b, SIMPLE IRA, 457) is a great way to save for retirement. You can make significant contributions while deferring taxes until retirement. Although these accounts are useful for retirement savings, there are additional ways to save for retirement. Topping my list is the Roth IRA. Here are five reasons why you should consider a Roth IRA:

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3 Reasons Why You Should Rollover Your 401(k)

3 Reasons Why You Should Rollover Your 401(k)

If you contribute to a 401(k) or other employer-sponsored retirement plans (403b, SIMPLE IRA, 457, etc.), you are eligible to rollover those funds to an IRA when you leave that employer. Rolling over a 401(k) to an IRA is a seamless process with distinct benefits. Here are my top three reasons why you should rollover your 401(k) when you leave your employer:

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