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Should I Get a Financial Advisor?

WHILE SOME EXPERTS SAY a good rule of thumb is to hire an advisor when you can save 20% of your annual income, others recommend obtaining one when your financial situation becomes more complicated, such as when you receive an inheritance from a parent or you want to increase your retirement funds. By Ellen Chang via U.S. News with contribution from Luis F. Rosa, CFP® EA.

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10 POC-Owned Advisory Businesses With Insanely Great Marketing

Did you know that right now, African American and Latino CFP® professionals represent less than 4% of over 87,000 CFP® professionals? The future of the financial planning profession calls for diversity and innovation. I'm proud to be featured as one of 10 financial advisory businesses with great marketing run by POC by Samantha Russell via Twenty Over Ten.

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How to Skip Your Required Minimum Distribution in 2020

RETIREES ARE USUALLY required to take withdrawals from their retirement accounts each year after age 72. However, the Coronavirus Aid, Relief, and Economic Security Act allows you to skip your 2020 required minimum distribution from a 401(k), IRA, 403(b), 457(b) and inherited IRA. Here is what you need to know about delaying required withdrawals from a retirement account until 2021. By Emily Brandon via U.S. News & World Report with contribution from Luis F. Rosa, CFP® EA.

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How Many Personal Loans Can You Take Out At Once?

Situations can arise where you need to take out a personal loan. You may have to make an unexpected purchase or you may want to consolidate your debt into one payment. But sometimes one loan may not cover your needs, especially if those needs change. While there isn’t any federal regulation that prohibits how many personal loans or personal lines of credit you can have, some lenders set their own limits. It’s a good idea to understand how many personal loans you can have before you apply—as well as what they can say about your financial well being. By Stephanie Vozza via Fox Business with contribution from Luis F. Rosa, CFP® EA.

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