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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April 22, 2015

How Much Should I Save?

"What is a good percentage of your income in general you should invest each month?"

April 14, 2015

Why Does My Fixed Mortgage Keep Increasing?

"I purchased a house a few years ago, and got a fixed 30 year mortgage that came to $2,522 including taxes."

January 9, 2015

I Need Additional Diversification! How do I do it?

"I'm 23, single, female with $1000 in investments split between 2 mutual funds in a Roth IRA. As I continue to invest, should I keep investing into those two funds or diversify my money into additional funds?"

November 18, 2014

Will the New IRA Transfer Ruling Affect Me?

"Do you know how the IRA transfer rules for 2015 are supposed to work? I guess it's going to be limited to one transfer for individuals, but unlimited for "trustee to trustee", or something?"

September 30, 2014

Can you Reverse It? Rollover IRA to 401k

"A few years ago, I rolled an old 401k into a Traditional IRA. Is there any way that I can now roll this IRA into my current company's 401k program?"

August 24, 2014

Why You Should Aspire to Pay More In Taxes

When it comes to financial planning there are three things we can control—taxes, risk and fees. We will be focusing on taxes here.