Is Your Financial House in Order?
You may remember that back in February my newsletter was about MasterMinding with my son, Brynie, as he started his Fanancial Planning business. Well, he has achieved all of his requirements and is now officially a Financial Advisor for Edward Jones.
We've been working with him this past week regarding our IRA's and getting our investments lined up and working for us. I will admit that we are like many who have not done anything with our money other than let it sit in the bank, because we've been busy keeping up with our ever expanding business.
My husband has an MBA and a background in Financial Management, but this is all new to me, and I'm thrilled to be learning so much, so easily, from my son's innate ability to explain things and formulate a plan for us that we feel 100% confident about.
It occurred to me that everyone is getting ready to pay their taxes within the next few weeks, and that you may want to get some free advice from Brynie about a variety of options, including SEP IRA's vs Roth IRA's vs Traditional IRA's which I just learned about, and I found out which one can save us considerably on this year's taxes!
That's just one of the many things I am excited about.
So, if you'd like to get some questions answered and get a plan in place - before you pay your taxes - just fill out this form, and Brynie will be happy to help you.
Heart Productions & Publishing, PO Box 56, Newton Jct., NH 03859
|
