Financial Planning

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Asked by Warren
Answered by Walter Ramos
Insurance Agent in san jose, CA
You have made the right decision on funding a Roth. however, consider contributing to an emergency fund in a Mutual Fund or Money Market account. Further, procure to b...
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Asked by an anonymous user
Answered by Kate Holmes PRO+
CFP® in Las Vegas, NV
Hello! Unfortunately, there isn't a one-size-fits-all answer but I'll provide some guidance to help you decide. If your 401(k) has a company match, you should abso...
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Asked by an anonymous user
Answered by Michael Hoffman PRO+
RFC, CLU, ChFC in Grass Valley, CA
It sounds like you have filled up the "traditional" tax advantaged buckets. This then leaves things like, Muni Bonds, Tax Deferred Annuities, Cash Value Life Ins, Alt...
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Asked by an anonymous user
Answered by Pamela J. Horack, PRO+
CFP® in Lake Wylie, SC
"Best" is a relative term. You will want to think in terms of time and goals instead. If you think you will need the money within a year or two, a savings account or m...
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