Frequently Asked Questions


We can certainly help answer the following questions to help you reach your financial goals.

  • What options do I have with my 401k at my previous employer? Should I leave it with my previous employer or move it elsewhere?
  • Is it smarter to contribute to my Tradional IRA, Roth IRA or both during the year?
  • What tax implications does a Tradional IRA have vs a Roth IRA?
  • What is the difference between an ETF and a Mutual Fund?
  • Does the current interest rate environment have an effect on my portfolio?

These are just a few of the many questions we can help answer to get you to financial freedom!