by David Beskar | Dec 22, 2023 | David Beskar
Cashing out a Roth IRA before the age of 59.5 should generally be approached with caution, as early withdrawals may result in taxes and penalties. The Roth IRA is designed to encourage long-term retirement savings, and the tax benefits are optimized when funds are...
by David Beskar | Jan 6, 2023 | David Beskar, finance
The start of 2023 is a great opportunity to reflect on your finances from the previous year and make plans for how you can improve them. The New Year is a chance to start fresh, make progress, and become more prosperous. Take the time to assess what went well for you...
by David Beskar | Dec 2, 2022 | David Beskar, finance
It can be easy to get overwhelmed and ignore the things giving us anxiety during times of financial uncertainty or economic downturn. However, during this time, it’s important to make adjustments to ensure that you’re on track with your financial goals and...
by David Beskar | Nov 3, 2022 | David Beskar, finance
Developing good money habits can help you reach your financial goals, but unnecessary spending can slow down your progress. A financial plan is essential, but it can be challenging to stick to it. Here are six common money mistakes that can be turned into good habits...