THE EARLIER YOU BEGIN PLANNING FOR YOUR FINANCIAL FUTURE THE MORE LIKELY YOU ARE TO ACHIEVE YOUR FINANCIAL GOALS

Ask Garrett

If you’ve spent even a short time searching the web for answers to your financial questions, you may be reeling from the amount of information out there. Ask Garrett is a collaborative post where you ask the questions about general financial matters, and I have the opportunity to write about topics and situations that are important to you.

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June 25, 2015

Saving for College: Is 529 My Only Option?

"We have opened a 529, but worry about her being penalized on withdrawals if she doesn’t require the money for educational purposes (e.g. she has scholarships)."

June 11, 2015

Is Whole Life Insurance Legit?

I had to chuckle a little when I read this question because it appears we share a similar opinion when it comes to whole life insurance.

May 21, 2015

Health Savings Account (HSA) Reimbursement Strategy

"My question to you is in regards to using a Healthcare Savings Account (HSA) as a retirement vehicle given its tax advantages."

May 15, 2015

What Happens to “Old” 401k’s?

"I stopped contributing to my 401k in Jan when I left my job and I have not moved it. Does it still invest... "

May 7, 2015

Consolidating "Old" 401k's

"How can I track down all my old 401(k)’s from former employers and consolidate them into one account?"

April 30, 2015

Reasonable Risk Tolerance

"How risk tolerant should i be at my age (37)? What is reasonable?"