"Can I have an IRA even if I already participate in our 401k? What's a Roth?"
Fact: Financial matters are American's #1 stressor.
Fact: Stress leads to health issues & lower productivity.
Fact: Here's what people are stressed about right now...
"I know I'm supposed to be contributing to my 401k but...."
"What's the difference between a mutual fund and an ETF?"
"My tax refund is my savings."
"Should I buy life insurance?"
"I want to, but I don't even know
how to start a budget."
"My account was worth about $100k 5 years ago and it's worth about $100k today. I'm not sure how I'm supposed to feel."
"Do I need to do anything different now that we have a child?"
"I have no idea how I'll pay off my student loans and credit card debt."
They're the reason we're here.
"What's a bond?"
"I'm completely afraid of the stock market, I keep everything in cash."
"Do I need to pay for an advisor?"
"How do I learn more about my stock options and RSUs?
Core Financial Concepts, LLC does not provide financial, legal, or tax advice.
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Core Financial concepts llc
san francisco, ca