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If you desire personal financial advice, please visit www.letsmakeaplan.org to find an advisor in your area who is a fiduciary.
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Do you feel lost and overwhelmed by the language of investments? Are you at a loss where to start? Does financial news make you fearful? I understand.
Bev's Basics
CONSUMER BEWARE!
At least once a week I receive an email or cell phone message that sounds like a scam and I bet you do, too. Despite television announcements, magazine and newspaper articles, and warnings posted in public places, scams and other fraudulent schemes take a toll. Investment Scams When I was an advisor in a brokerage …
SPRING AND MOTHERS
Yesterday I spent most of the day raking leaves in our yard. The yard did not really need raking, but it was the first day warm enough to be outside and enjoy it, and I wanted the exercise. Iowa The birds are back! We regularly see chickadees, crows, and wrens but they have recently been …
MORE ABOUT IRAs
My blog, Traditional or Roth IRAs, covered the basics of contributions to and withdrawals from both Traditional and Roth IRAs. Those are the accounts that you as an individual can use to save for retirement, in addition to any company sponsored retirement plan accounts. There are different rules for Roth IRAs than there are for …
Send me your questions
It is my goal to help you understand the financial world. There is no question that is too basic or simple.