Getting Started/Identifying Risk Tolerance
Many young adults find themselves here because of an inheritance, a parent transferring ownership when you become a legal adult, or simply because you want to start exploring your investment options.
Generally speaking, the younger you start investing for your future, the more risk you may be able to take on. Want to see how much risk you are comfortable with as a new investor? Take this free quiz below:
Family and Education Planning
Multi-generational planning including:
- Education Planning,
- General Analysis
- Wills
- Beneficiary Allocations
- Emergency information recorded, etc.
Employer Plan Participation
Have an old employer plan that is just sitting there, waiting for you to remember it exists? Remember, this is your hard-earned money.
Learn more about what your options are for old and current employer plans, how to make the most of your contribution matches, and what not to do when it comes to moving the funds around.
For existing 401(k), 403(b), or 457 plans: check out this helpful tool:
Caring for a Sick Family Member
When a parent or close family member is unable to care for themself or make financial decisions, how can you best support them?
A comprehensive review of investment accounts, beneficiaries, power of attorney, and trustees are a starting point to help get your loved ones' financial affairs in order.
Between healthcare expenses, nursing or hospice care, and everyday bills, understanding the full financial implications of the situation can be a helpful way to prepare for what's next.
Entrepreneurs & Small Business
While there are many benefits to being self-employed, the intricacies of your investment and tax options are compounded. We'll discuss contribution options and limits, tax strategies, general planning options, and if applicable, your employee options.
Helpful resource: Crunch some numbers with our Self-Employment Maximum Contribution calculator
Choices for Your 401(k) at a Former Employer
Asset Allocation
