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The Unbiased source for Financial Planning Education
Do you know the answers to questions like these below?
If not, you need to be at our June 19th event



Ever asked yourself any of the following questions:

  • How am I supposed to save on my income?
  • Who the heck is Ira Roth and why should I give him money?
  • Getting a tax refund is a good thing, right?
  • I've heard that saving when you're young can be huge.  But it's also the hardest time to save, so is it really a big deal?
  • Can I get a date through my employer-matching program?
  • Which debt should I pay off first?
  • Should I pay more than the minimum on my student loans?
  • If I have credit card debt, should I be contributing to my 401(k) plan at work?
  • Is it okay to just leave the money in the default option as long as I am at least contributing to the 401(k) plan?
  • How much should I be saving?
  • What are the right questions to ask any financial advisor?
  • Do I need a will at my age?
  • I feel somewhat overwhelmed.  Where do I even start?
  • How can I lower my car insurance bill?
  • Do I need life insurance?
  • What is the difference between term and whole life?
  • How much life insurance do I really need?
  • If I can get life insurance through work, should I?
  • Is purchasing disability insurance a good use of my money?
  • It's not a big deal if I'm not saving now, because I plan on saving much more later, when I make more money. That works, right?
  • I am nowhere near retiring, should I just focus on paying off my loans?
  • Are employer-sponsored spending accounts worth all the effort?
  • Is Social Security going to be around for me?
  • What will it mean if my pension goes away? What if I don't even get a pension? What if I don't even know if I get a pension?
  • Does contributing to a 401(k) really save taxes? How much?
  • Is taking a loan from a 401(k) plan better than taking on more credit card debt or establishing a home-equity loan?
  • What's the difference between an IRA and a Roth IRA?  Which one should I do?
  • Is it better to contribute to a 401(k) plan or an IRA?  Can I do both? Must I do either?
  • What is a rollover IRA?
  • My advisor keeps recommending this certain fund for me to invest in. How can I tell if its a good fund?
  • What is a mutual fund? I know it's an investment, but what is it, really?


We'll also discuss the questions you might not be asking, but perhaps should be, such as:

  • How do I know if my financial advisor has my best interests in mind?
  • How much money will I need to retire?
  • Compared to my parents, how are things going to be different for me financially?
  • What are the key online resources that can help me get the answers I need?
  • I'm looking to buy (or sell) my home. Given the recent news about home prices, what should I do?
  • How often do I need to review my existing investments?
  • Should I convert my traditional IRA into a Roth IRA?  What's involved with that process?
  • What does it mean to vest in my 401(k) plan?  Is this something I need to understand since it just happens?


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