Financial Basics for Starting a Family | Phil Town



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Thinking of starting a family? Everybody should have a strong financial plan before having kids. Here are a few basic financial tips to keep in mind! http://bit.ly/2A2Pa6Y

If you’re looking to prepare for starting a family by investing, click the link above to read my 4 M’s for Successful Investing Guide.

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Getting Rich in Steps – Taking Advantage of Your Company’s Stock Purchase Plan and Retirement Fund

Everyone wants to make money. Unfortunately, there are few ways to go from $50 to one million (though many web site scams will try and tell you different). However, there are a number of great ways to see constant steady growth with minimal risk. Stock purchase plans and retirement funds are two great ways to do this.

The Easy Process of a 403b Rollover From a 401k Account

One of the challenges in understanding a 403b rollover is the financial jargon. Since the rollover is an investment, there are some risks involved, so you’ll need to do as much research as possible.

401 Rollover to Roth IRA Account

Of the many options available to investors when transferring funds out of a 401k plan, the rollover to a Roth IRA can be one of the most interesting. Only recently has this type of transfer even been widely available.

The 60 Day Rule For 401k Rollovers

The IRS has ensured that 401k rollovers are difficult for the investor, creating rules and regulations that are seemingly designed to trap the taxpayer. The 60 day rule is one of these types of 401k rollover rules.

Matching 401k – Why This is So Important

A matching 401k may seem like a small benefit, but it’s actually a great boost to your retirement savings plans. It’s important to remember that any money you put into your plan is invested, grows, and earns you back more money each and every year.

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