Posts in investing
Your 401k Options When You Leave a Job

So, you left your job for another opportunity. Congratulations! You have given your two weeks and are ready to move on. You may have said goodbye to coworkers, grabbed a happy hour, and packed up your desk. Did you remember to check what your options are with your 401k before you left?

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How to Stop Emotional Spending

Ahh...the feel of a new purchase, a brand new, shiny object here to improve life. Buying can feel so good. It feels so good until panic, denial, and frustration set in after receiving a credit card bill. This is the trap of emotional spending. To stop emotional spending in its tracks you need to know the warning signs: 

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Save Yourself Stress (Invest in this ONE Thing)

Investing should really be about saving yourself future stress. It seems counterintuitive assuming most people get stress from investing. However, the stress from not having enough money in retirement can be crippling. If you want to save yourself a ton of stress, try investing in this one security.

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Facts About Your 401k

If you work in the private sector, you have probably heard of a 401k plan. However, you might not know what it is, how it works, or why you invest. Today, we're going to be filling you in on facts about your 401k that you may not know: 

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5 Perks of a 529 Plan

College has become one seriously expensive endeavor. Did you know the cost of attending college has gone up 260% in the past 30 years? What was once affordable now seems like a daunting expense. However, saving for college can be something you can do before, during, and after school. Why? The perks of a 529 Plan of course.

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Top 3 Sectors for Millennial Investment

Nearly all of my clients are millennials and they are always looking for the next big thing to invest in. However, many of them have consumer and student loan debt and are adding to that debt with homeownership. So, even though many of my clients would like to be risky, many simply can't afford it. These 3 sectors will give millennials the growth they are looking for without being overly risky (depending on the investment, of course):

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Shock of Picking a Stock

Investing for the first time is like learning a new language. There are new acronyms, symbols, and confusing vocabulary that can leave you overwhelmed and frankly a little defeated. However, with a little guidance and some easy steps, you can be on your way to investing in stocks for the first time. 

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Reasons To Go Roth IRA

The Roth IRA is the unicorn of investment accounts. We have referenced the Roth IRA many times but have never gotten down to the nitty gritty of what makes it special. Today, we're going to be breaking down the reasons to go Roth IRA:

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When NOT to Invest

The whole purpose of Money Therapy is helping millennials invest. So, why are we talking about when NOT to invest? Well, a lot of you may be in a situation where it is best you don't invest quite yet.

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The Beginner’s Guide to Investing

"What actually IS investing? What does it mean?"

I have heard this from almost all of my clients. Or at least, the ones who are brave enough to ask. If you don't really understand what investing is, you are not alone. 

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investingElizabeth Thompson