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Services
Tax Preparation
Home Loans
Personal Finance Coaching
About Us
Client Resources
Tax Resources
Home Loan Resources
Financial Coaching Resources
E-News
Client Reviews
Contact Us
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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
What are the differences between a 401k, Traditional IRA, and Roth IRA?
What is the “Backdoor” strategy for contributing to a Roth IRA?
I’m self-employed...what retirement plan options do I have?
What should I do with my 401k account now that I've left my job?
What are Required Minimum Distributions (RMD's) and how are they calculated?
What is a 529 Plan?
Should I first save for my kids' college, or my own retirement?
When can I begin receiving Social Security retirement income?
What happens if I work while receiving Social Security?
insurance / estate planning
Do I need insurance if I live in a condo community with an HOA?
Should I get a term life insurance policy, or a cash value whole life policy?
Do I need a living trust?
Is pet insurance a waste of money?
Is mortgage life insurance a good idea?
credit scoring
What are the main factors involved in credit scoring?
How can I recover from a poor credit history?
How do I get late payments removed from my credit?
miscellaneous
How do I budget irregular income?
How do I budget irregular & unplanned expenses?
View our other FAQ Pages:
Tax FAQ's
Home Loan FAQ's