Was your 401(k) plan (403(b) and TSP) your introduction to investing in stocks, bonds and money markets? This is the case for many people. However, what you may not have realized is that this savings vehicle is the most important account you will ever have! Often...
Answer: Yes. Anyone with earned income who is under age 70½ can open and contribute to a traditional IRA (Individual Retirement Account). The contribution limit is $5,500 for 2015 (unchanged from 2014), plus an additional “catch-up” contribution of $1,000...
What is it? As you prepare for life with your new child, it is time to develop a new financial plan for your family or make any necessary changes to your existing plan. You’ll want to consider how your baby will affect your budget, make sure you have adequate...
Millennials often believe that they are too young to start worrying about their financial futures; after all, a goal like retirement may seem very far off. The truth is that it is never too soon to begin planning. If you are confused about how or when to start,...
Our lives are ruled by money – whether we like it or not. How much you make determines how much you spend (or at least it should) and the only way to start taking control of your financial situation is by knowing where to begin. But what numbers are most important?...
Download our concise flyer to discover how Arthur Flores, CFP® can support your financial journey. From retirement planning and tax-efficient strategies to reducing investment fees and building personalized portfolios, we cover all the essentials. We also offer expert advice on insurance reviews, debt management, and organizing your financial accounts. Ready to take control of your financial future? Download the flyer now to learn more!
