by Fehrman | Sep 21, 2022 | video
https://fehrmaninvestmentgroup.com/wp-content/uploads/2022/09/GMT20220913-194432_Recording_1920x1080_Trim.mp4 Raymond James is not affiliated with and does not endorse the opinions or services of Jody Harris or...
by Fehrman | Sep 9, 2022 | Financial Goals, Financial Planning, Investing Women, Markets and Investing, Personal Planning, Retirement
What is a 401(k)? A 401(k) is an employer sponsored retirement plan offered by many companies. Upon reaching eligibility, an employee can choose to contribute a portion of his or her compensation into the 401(k). Often times, an employer will offer a match for...
by Fehrman | Aug 8, 2022 | Financial Planning, Money and Children, Single Parent
As kids head back to school this August, many people turn their attention to saving for their child or grandchild’s education. A popular way to do that is through a 529 Plan. Let’s explore what a 529 plan is and its advantages and disadvantages. What is it? A 529 plan...
by Fehrman | Jul 15, 2022 | Estate Planning, Financial Planning
While a morbid topic, estate planning is a key part of any financial plan as it ensures that your property and assets are given to the correct individuals once you have passed. It is a common misconception that estate planning is only for the ultra-wealthy. However,...
by Fehrman | Jun 9, 2022 | Money and Children
Talking to children about money Lesson 1: Tradeoffs During the month of June, we will be discussing the importance of talking to your children about money. While discussing the management of money is not every parent’s favorite topic, it is a crucial lesson for...
