In Your 20s


It’s often hard for people in their 20s to decide on what your financial priorities are. There’s more than a few financial responsibilities, from worrying about a first home to repaying school debt. Is it a stretch to think about saving when you need to repay school debt? You may feel you have your whole life to save for retirement, so why start now? If you have been thinking about these questions, you are in a similar spot to a lot of people who are in these first 10 years of establishing their careers.

If we can help you address these questions, give us a call or contact us.

What type of IRA should I have: traditional or Roth?
How can I learn more about investing?
Do I pay down my debt or fund my 401(k)
Now that I have started my first job, what benefits should I apply for?
“Don’t trade what you want the most for what you want at the moment.”