Glossary

Definitions, and helpful explanations of key financial terminology.

FAQs

Can I roll-over a previous employers 401k or retirement plan into a new one?

Short answer is yes, although you may be subject to laws and regulations requiring you to put your money in another similar tax advantaged account to avoid penalty. (refer to 1035 exchange)

Is it too late to start investing?

It’s never too late to start investing. The best time to plant a tree was 20 years ago, but the next best time is now! Schedule a call and we can see how we can best help you achieve your goals!

Can I invest for my kids?

Of course! It’s always beneficial to give your kids the best jump start in life, albeit for college planning, wedding funds, starting a business, or even preparing to buy their first home!

I’m worried about losing my money. What happens if there is a recession?

Recessions can be scary, but we are here to inspire confidence and security through our expertise and by working with your risk tolerance based on your financial goals.