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  Topic: Income from Interest Investment Account
CredoWealthManagement

Replies: 1
Views: 6737

Post image iconForum: Earning & Income   Posted: Mon Mar 20, 2017 10:52 pm   Subject: Income from Interest Investment Account
While earning extra money comes in various forms and can be increased greatly with education, skills, and experience, interest from leveraging idle cash should not be neglected.

Did you know that y ...
  Topic: Chocolate, anyone?
CredoWealthManagement

Replies: 3
Views: 4380

Post image iconForum: Introductions   Posted: Mon Mar 20, 2017 10:47 pm   Subject: Chocolate, anyone?
Hello and welcome!
  Topic: Hello
CredoWealthManagement

Replies: 4
Views: 5465

Post image iconForum: Introductions   Posted: Mon Mar 20, 2017 10:47 pm   Subject: Hello
Hello and welcome, Lucky!
  Topic: Introduction - Passive Income Wise
CredoWealthManagement

Replies: 4
Views: 3364

Post image iconForum: Introductions   Posted: Mon Mar 20, 2017 10:46 pm   Subject: Introduction - Passive Income Wise
Hello and welcome, Francisco!
  Topic: Hello there
CredoWealthManagement

Replies: 4
Views: 4142

Post image iconForum: Introductions   Posted: Mon Mar 20, 2017 10:45 pm   Subject: Hello there
Hello and welcome, braveluke!
  Topic: Hello
CredoWealthManagement

Replies: 2
Views: 5277

Post image iconForum: Introductions   Posted: Mon Mar 20, 2017 10:45 pm   Subject: Hello
Hello and welcome, Jeff!
  Topic: Hello all!
CredoWealthManagement

Replies: 2
Views: 4242

Post image iconForum: Introductions   Posted: Mon Mar 20, 2017 10:44 pm   Subject: Hello all!
Hello and welcome, Daison!
  Topic: 5 years from Retirement
CredoWealthManagement

Replies: 4
Views: 14186

Post image iconForum: Retirement Planning   Posted: Mon Mar 20, 2017 10:42 pm   Subject: 5 years from Retirement
Great job. You are an example to all of us.

You could also consider a trust fund or low-cost, managed Individual accout in addition to a Roth IRA for the kids once you hit their contribution limit ...
  Topic: A Financial Advisor
CredoWealthManagement

Replies: 14
Views: 38308

Post image iconForum: Retirement Planning   Posted: Mon Mar 20, 2017 10:37 pm   Subject: A Financial Advisor
Many advisors with large firms have a sales quota and may pressure you into buying products you do not need.

In fact, with your account size, you are a prime target for annuity sales people. While ...
  Topic: Key Investing Tips
CredoWealthManagement

Replies: 0
Views: 10654

Post image iconForum: Investing, Stocks and Bonds   Posted: Mon Mar 20, 2017 10:31 pm   Subject: Key Investing Tips
While there are a lot of "tips" and even opinions or preferences offered, most successful investors and advisors should agree with the following key elements for most investors:

-Select diversified ...
  Topic: Market History is Our Friend but Time is Our Enemy
CredoWealthManagement

Replies: 0
Views: 5179

Post image iconForum: Money Watch   Posted: Mon Mar 20, 2017 10:10 pm   Subject: Market History is Our Friend but Time is Our Enemy
As we evaluate our future planning for ourselve and our loved ones, there are a host of factors that affect our decisions. While some were affected by the market crash in 2008-2009, others rode it thr ...
  Topic: Need investing advice
CredoWealthManagement

Replies: 18
Views: 32556

Post image iconForum: Personal Finance   Posted: Mon Mar 20, 2017 9:48 pm   Subject: Need investing advice
For your savings, you can at least fight inflation with a more conservatively allocated, low-cost ETF account.
  Topic: 50K inheritance, loan pay off or home improvement? HELP!
CredoWealthManagement

Replies: 9
Views: 12161

Post image iconForum: Personal Finance   Posted: Mon Mar 20, 2017 9:41 pm   Subject: 50K inheritance, loan pay off or home improvement? HELP!
Congrats on the baby! My wife and I are expecting in August.

While there may be pros and cons of either extreme, you should do what is comfortable for both you and your husband while knowing the fa ...
  Topic: Recent Grad with some questions
CredoWealthManagement

Replies: 12
Views: 9348

Post image iconForum: Personal Finance   Posted: Mon Mar 20, 2017 9:24 pm   Subject: Recent Grad with some questions
The Roth IRA is a good idea while you gradually tackle the debt. For extra cash, you can put some of that in an Individual account that is more conservative to fight inflation while you save.
  Topic: Financial advice for a for a 23 year old
CredoWealthManagement

Replies: 5
Views: 11456

Post image iconForum: Personal Finance   Posted: Mon Mar 20, 2017 9:14 pm   Subject: Financial advice for a for a 23 year old
Tackling the debt is a good plan. What you have left in savings can be held in a low-cost, moderate allocation portfolio to grow/fight inflation instead of sitting in cash. Once you eliminate the debt ...
 
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