Smart money moves straight from your favorite corgi—because financial planning should be as fun as belly rubs!
Is a 401(k) a good idea?
I talk to a lot of people. In those conversations, people usually ask "What do you do?". My answer can vary based upon the day, but usually I tell them that I own my own wealth management firm...
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
The cost and availability of life insurance depends on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
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