Imagine your savings account as a safety net, a financial cushion that can protect you from unexpected expenses or income disruptions. But how much should you have in this safety net? It really depends on your stage of life and your expenses. Generally, a good...
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Here's a retirement example using a case study: We have an example of an individual who has been very disciplined in saving money in their retirement account throughout their career. This is causing them a little bit of anxiety around the whole idea of how to...
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Let's talk about taxable investment accounts. We're not speaking of pre-tax or Roth, like retirement accounts, but transitioning into an individual or joint account, like with a husband and wife. Let's explain how those types of accounts are taxed. https://vimeo.com/926413383?share=copy Taxable investment accounts are taxed in many...
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A Personal CFO, or Chief Financial Officer, is a financial professional who provides comprehensive financial management and advisory services to individuals, families, and high-net-worth individuals. The role of a Personal CFO is similar to that of a traditional CFO in a business; however, the focus...
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An education can take many different forms. Traditionally, we think of savings for college. 529 plans are often a topic that comes up frequently and is convenient for grandparents and other family members. Plus, they grow tax-free for some time. However, alternative ways to save...
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At Markle Financial, we are a registered investment advisory firm. And that is different from a broker-dealer. We pride ourselves on sitting on your side of the table, never the opposite side, helping you go through your financial questions and make decisions that are valuable...
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