When starting a new job, you are bombarded with forms to complete. Some, like tax withholding forms, are familiar. Anything related to insurance benefits can be overwhelming. It does not matter if someone is starting a first job or has been in the workforce for decades. It can be daunting. Let’s take a very brief
For those of us with little goofers of our own running about, a 529 college savings account is a great way to start saving for their college education expenses. Each state offers its own plan. Much like your 401(k) plan at work, they offer a set list of investments and the assets inside can grow
You must manage your borrowings to your benefit alongside smart saving and investment decisions in order to achieve the most out of your financial situation.
Not having the appropriate insurance coverage in place to protect you from the unexpected can wreck any well thought out financial plan. If you lose your ability to earn and save and are under or uninsured from a loss of life or disability, then all of the reading you have done thus far will be of little to no help to you.
Financial Basics
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All information included in this page and all pages throughout Young Money, Smart Money is provided for informational and educational purposes only and should not be taken as investment advice or a recommendation to invest accordingly. Investing involves risk, including a potential for a loss of principal. Educate yourself about all investments and funds you purchase, including their risks, objectives, and fees and expenses before investing. For additional assistance, please contact us or another financial professional for a more detailed review of your specific situation.