Articles in Retirement and Robo-advisor vs Financial advisor

Showing 7 of 7 results
by Tom Rapp on October 23, 2020
Estate Planning Tips For HNWI During A Recession
by Tom Rapp on October 23, 2020
Finance Monthly just published a Q&A they did with me on advanced wealth management topics. ... Read full article
by Wimple Support on August 03, 2020
The Top Year-End Tax Planning Strategies
by Wimple Support on August 03, 2020
Tax liabilities eat at your earnings and cause unnecessary stress. Fortunately, there are great year-end tax planning strategies any business owner can use to minimize your liabilities and make the most of your income. ... Read full article
on June 30, 2020
Spend or Save: Should I Pay Off My Mortgage or Invest for Retirement?
on June 30, 2020
You don’t like your mortgage debt hanging over your shoulders, but you know you should save for retirement. Is it better to pay the pesky loan off and own your home free and clear or should you invest for retirement?... Read full article
by Allan Lewis on June 23, 2020
Traditional IRA or Roth IRA - Which is better?
by Allan Lewis on June 23, 2020
Comparing a traditional IRA vs a Roth IRA. wimple is wealth made simple.... Read full article
by Allan Lewis on June 23, 2020
Robo-advisor vs Financial advisor
by Allan Lewis on June 23, 2020
Who wins when comparing the robo-advisor vs financial advisor? wimple is wealth made simple.... Read full article
by Allan Lewis on June 23, 2020
Company review - Betterment
by Allan Lewis on June 23, 2020
Wimple reviews Betterment, the original robo-advisor. wimple is wealth made simple... Read full article
by Allan Lewis on June 12, 2020
DIY Financial Planning
by Allan Lewis on June 12, 2020
The Wimple guide to DIY financial planning. Wimple is wealth made simple.... Read full article