Don’t wait until the end of the year to review your finances. Particularly as the open enrollment seasons approach for Medicare and many employee-benefit plans, Fall can be a great time to conduct a mini financial checkup. Plus, if you’re not on track to achieve all your goals for the year, you still have time to adjust your annual budget, change your tax status, or max out that 401(k).
Ask advisors from the National Association of Personal Finance Advisors (NAPFA) your questions about retirement, investing, taxes, insurance, saving for college and more this Thursday, September 20, from 1 p.m. - 3 p.m. ET.
You can ask questions early by clicking "make a comment," and they will be submitted and held for moderation until Thursday.
We hope to see you then!
Don’t wait until the end of the year to review your finances. Particularly as the open enrollment seasons approach for Medicare and many employee-benefit plans, Fall can be a great time to conduct a mini financial checkup. Plus, if you’re not on track to achieve all your goals for the year, you still have time to adjust your annual budget, change your tax status, or max out that 401(k).
I would like to know how to get my portfolio started. I've been working for a year, but have a considerable amount in student loans. I have a TSP account, a small Roth IRA that I think I should roll into a Vanguard (maybe?) and a savings account of course, but no other investments. Obviously retirement is important and idk if TSP will be enough, but I would also like to buy a house (maybe two?) someday. Any advice would be greatly appreciated!
