Many of us want to save and invest more, but with so many options available to us, such as our 401(k)s at work, IRAs, ESPPs, 457(b) plans, etc., it can sometimes be hard to figure out the order of where to save money first. If you can relate to this, then this blog is for you…
In honor of it almost being summer time, I decided to compile a list of the 25 all-time great investment/financial planning/business related books that I’ve read over the years. There should be something for about everyone on this list.
If you’re anything like me, social distancing is beginning to make you a little stir crazy. While we’re waiting for this coronavirus to calm down and everything to go back to normal, here are three financial items that would be helpful for you to review while you’re stuck inside…
Exchange Traded funds (ETFs) have become an increasingly popular investment option over the last couple of decades. There is now over $4 trillion worth of assets that are invested in ETFs worldwide. The largest and oldest ETF, the SPDR S&P 500 (SPY) has nearly $237 billion in assets and is consistently one of the most highly traded securities in U.S. exchanges. In spite of this, I’ve found that many investors are still kind of confused on what exactly an ETF is. Many times, they’ve heard about them, but are still kind of fuzzy on the details of how they work…
If your company provides both a Roth 401(k) and a Traditional 401 (k) option to you at work, which one should you contribute to? I know most of you would prefer a clear-cut, definitive answer, but unfortunately it’s not quite that easy or straightforward. Rather, the right choice can vary greatly from person to person and depends heavily on the particulars of your personal financial situation….
On this week’s Frothy Finance Friday, we’re sampling two tasty porters and discussing three investment products that should give you pause before purchasing.
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Disclaimer: This video blog is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Please drink responsibly and do not overindulge. Reproduction of this material is prohibited without written permission from Daniel Patterson, and all rights are reserved. Read the full disclaimer here.
What’s the best order for saving/investing? Find out on today’s Frothy Finance Friday
Sign up for SFP's Monthly Newsletter to stay up to date on all of our blog posts and videos, and also to gain access to our free budgeting tool.
Disclaimer: This video blog is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Please drink responsibly and do not overindulge. Reproduction of this material is prohibited without written permission from Daniel Patterson, and all rights are reserved. Read the full disclaimer here.
On this week’s Frothy Finance Friday, we’re getting a little patriotic as we dive into Fourth of July beers and 457 plans.
Sign up for SFP's Monthly Newsletter to stay up to date on all of our blog posts and videos, and also to gain access to our free budgeting tool.
Disclaimer: This video blog is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Please drink responsibly and do not overindulge. Reproduction of this material is prohibited without written permission from Daniel Patterson, and all rights are reserved. Read the full disclaimer here.
Happy Friday everyone! This week we’re talking about Tripels and Tax-Loss Harvesting!
Sign up for SFP's Monthly Newsletter to stay up to date on all of our blog posts and videos, and also to gain access to our free budgeting tool.
Disclaimer: This video blog is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Please drink responsibly and do not overindulge. Reproduction of this material is prohibited without written permission from Daniel Patterson, and all rights are reserved. Read the full disclaimer here.
We have an exciting Frothy Finance Friday topic this week as we take a look at Nitro Beers and Non-Qualified Stock Options.
Sign up for SFP's Monthly Newsletter to stay up to date on all of our blog posts and videos, and also to gain access to our free budgeting tool.
Disclaimer: This video blog is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Please drink responsibly and do not overindulge. Reproduction of this material is prohibited without written permission from Daniel Patterson, and all rights are reserved. Read the full disclaimer here.
It’s Frothy Finance Friday everyone! Come grab a beer with me every Friday in this virtual happy hour.
Today’s topic: Summer Beers and Summer Reads
Sign up for SFP's Monthly Newsletter to stay up to date on all of our blog posts and videos, and also to gain access to our free budgeting tool.
Disclaimer: This video blog is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Please drink responsibly and do not overindulge. Reproduction of this material is prohibited without written permission from Daniel Patterson, and all rights are reserved. Read the full disclaimer here.
It’s Frothy Finance Friday everyone! Come grab a beer with me every Friday in this virtual happy hour.
Today’s topic: Exotic Beers and Early Retirement Strategies
Sign up for SFP's Monthly Newsletter to stay up to date on all of our blog posts and videos, and also to gain access to our free budgeting tool.
Disclaimer: This video blog is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Please drink responsibly and do not overindulge. Reproduction of this material is prohibited without written permission from Daniel Patterson, and all rights are reserved. Read the full disclaimer here.
It’s Frothy Finance Friday everyone! Come grab a beer with me every Friday in this virtual happy hour.
Today’s topic: Sour Beers and Saving for College
Sign up for SFP's Monthly Newsletter to stay up to date on all of our blog posts and videos, and also to gain access to our free budgeting tool.
Disclaimer: This video blog is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Please drink responsibly and do not overindulge. Reproduction of this material is prohibited without written permission from Daniel Patterson, and all rights are reserved. Read the full disclaimer here.
Daniel Patterson, CFP
Sweetgrass Financial Planning
daniel@sweetgrassfp.com
(843) 608-0231
