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Tag: roth IRA

December 9, 2022

Smart Financial Planning for Younger Professionals (I): Financial Goal-Setting, Saving and Investing

This is the first of a two-part blog series on building a strong financial foundation for younger, early-career professionals. The series covers topics such as understanding net worth, financial goal-setting, investing and saving, debt and tax planning. By Reema Patel, CPA, CFP® It’s never too early for young professionals to start planning for a sound financial future. By following these important financial considerations, you have already taken the first step. Know Your Worth First, do you understand what your net… Read more ›