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JULY 19, 2021

The next step in your financial journey may be to open a brokerage investment account to make the most of your available investing funds. Tune in to this week’s episode of the rich & REGULAR podcast, and keep reading below to learn more about these investment accounts. What is a brokerage account?

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FEBRUARY 19, 2024

Create an emergency fund Expected time: 6-12 months How to start an emergency fund: An emergency fund is a savings account with enough money to cover 3-6 months of living expenses. It’s generally a good idea to work a buffer into your estimate to account for unexpected costs as well.

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APRIL 3, 2023

A robo-advisor offers affordable financial services that use computer algorithms to automate investing based on a person’s goals and risk tolerance. They help level the investing playing field and encourage individuals to invest and plan for their futures. This type of investing also makes financial planning more accessible.

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MARCH 20, 2023

Financial advisers can help you with much more than investing topics, including debt management and retirement plans. If you don’t have assets, children or significant debt, you might need to meet with an advisor periodically to ensure you’re on the right track with your retirement plans and brokerage accounts.

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APRIL 10, 2023

Review your bank and credit card statements Even if you check on your bank accounts daily, pulling your bank and credit card statements can help you understand how the first quarter of the year has gone. Consider opening a high-yield savings account for this money. Even better?

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JUNE 5, 2023

You may have recently heard people discussing investing in I bonds to help with inflation. They can be a good investment choice for people who are uncomfortable with risk. But they aren’t the only thing you should keep in your investment portfolio. You can purchase electronic I bonds online through a TreasuryDirect account.

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Allwork

SEPTEMBER 11, 2023

Dave’s journey from online poker player to office leasing broker gives him a unique ability to envision and address the needs of corporate spaces in their urban context. So I started out leaving college as a professional online poker player. Dave Cairns [00:01:12] Yeah, it’s a deep question. And it was a fun lifestyle.

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