Millennial Generation:Food for Thought
MFS recently published a few articles that are a great resource for everyone of all ages but especially ring true to the millennial generation who are still newer to the workforce.
An IRA Dilemma: To Roll or Not to Roll
Many 30 year-olds have had quite a few jobs under their belts which means possibly a few 401(k)’s that are just pushed aside and forgotten about. There are many things that need to be taken into consideration when making this decision and this article dives deeper into some drawbacks and/or advantages to both.
As always, we at SJK Wealth Management are here to help make this decision easier for you by evaluating your current situation. Feel free to reach out to us or send along our information to a friend that may need our help.
Reducing Debt Takes Commitment and Patience
Many millennial’s are suffering from student debt as college tuition’s are constantly on the rise. In addition to student debt, many of you are planning weddings, starting families, and buying your first or second homes. Debt can quickly accumulate, and you must be proactive on reducing it and staying on top of getting out of it. This article serves as a step-by-step guide to overcome and manage your debt.
Another thing to consider is creating a financial plan with us to help keep your organized and on point with your financial goals. Give us a call today to set-up a financial planning meeting.