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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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YOUR CART

Personal Finance FAQ's

Making Finances Simple. Changing Lives.
​​This page was created to give you answers to common personal finance questions we receive. Contact us if we can  help clarify anything!
retirement / investment
  1. What are the differences between a 401k, Traditional IRA, and Roth IRA?
  2. ​​​What is the “Backdoor” strategy for contributing to a Roth IRA?
  3. I’m self-employed...what retirement plan options do I have?​
  4. What should I do with my 401k account now that I've left my job?
  5. What are Required Minimum Distributions (RMD's) and how are they calculated?
  6. What is a 529 Plan?​
  7. Should I first save for my kids' college, or my own retirement?
  8. When can I begin receiving Social Security retirement income?
  9. What happens if I work while receiving Social Security?
insurance / estate planning
  1. Do I need insurance if I live in a condo community with an HOA?
  2. Should I get a term life insurance policy, or a cash value whole life policy?
  3. ​Do I need a living trust?
  4. Is pet insurance a waste of money?
  5. ​Is mortgage life insurance a good idea?
credit scoring
  1. What are the main factors involved in credit scoring?
  2. ​How can I recover from a poor credit history?
  3. How do I get late payments removed from my credit?
miscellaneous
  1. How do I budget irregular income?
  2. ​How do I budget irregular & unplanned expenses?

View our other FAQ Pages:
  • Tax FAQ's
  • Home Loan FAQ's

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Meridian, ID
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