Dec 9, 2021
One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight with how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it's vital to get your risk...
Nov 23, 2021
The 401(k) is one of the most common investment tools out there. A myriad of companies offer their own 401(k) plan and will often match a certain percentage to incentivize employees to contribute to the plan. As you get closer to retirement, you may consider doing a rollover. Some people choose to do this for...
Nov 4, 2021
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine which one is best for you based on who you are.
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Oct 26, 2021
A lot of people are unsure if they are actually able to retire. Some worry about leaving a career that they love, while others are concerned if they have enough money to last a lifetime. We discuss reasons why you may feel hesitant to retire and how putting a solid plan together can solve these concerns.
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Sep 16, 2021
There is so much confusion about annuities and the role that they can or should play as part of your retirement plan. This episode, we'll cover the four main types of annuities, talk about how Joe and Michael use them at JML Financial Group, and try to bring some clarity to a controversial subject.
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