Tag: Birmingham
401(k) Decisions After a Job Change: Roth, Rollover, or Stay?
What you do with an old 401(k) after a job change isn’t the simple decision you may think it is. Your decision depends on age,...
How Job Changes Can Affect Your Financial Plan
People change jobs for many reasons. For some, it’s an exciting next step; for others, it might be a necessary change due to personal circumstances....
How High-Income Earners Build Wealth Beyond Their Salary
For many high-income earners in Birmingham, AL, a substantial income is only part of the story. Real financial success often depends on what you do...
Why Fee-Only Advisors in Birmingham Offer More Value
When most people think about financial advisors, they think about someone who helps them manage their money in the securities markets. While investment management is...
Financial Planning for Birmingham Professionals:
If you are a Birmingham professional, protecting your current lifestyle while securing your financial future can be a delicate balancing act. Whether you’re a physician...
Why Time in the Stock Market Beats Timing the Stock Market
When markets are volatile, as we’ve seen recently, sometimes investing can feel like a high-stakes gamble—whether triggered by a tech stock plunge or global economic...
What to Know About Political Cycles and Your Investments
Since the election last November, the media has been buzzing with chatter about the latest political shifts under the new administration and how they will...
Market Jitters? How to Avoid Emotional Investing Mistakes
The news headlines have been buzzing again with news about the stock market. Here are a few examples from the past several weeks: “S&P 500...
Taxes During Your Working Years: What You Should Look For When Reviewing Your Tax Return As A Working Professional
https://www.youtube.com/watch?v=KtGkEpXZyo4 Tax season can be a daunting time for many working individuals, filled with complexities and uncertainties. Whether you’re a seasoned professional or a newcomer...
How to Track, Plan, and Improve Your Finances This Year
“If you fail to plan, you are planning to fail.” – Benjamin Franklin Financial success isn’t just about earning more, it’s about keeping more while...
