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Investments


What Is the Process for Opening an IRA?
I opened an Individual Retirement Account (IRA) in my 20s. Saving for retirement as early as possible is important for financial...

Jennifer Wills
Aug 27, 20255 min read


What Are the Withdrawal Rules for a 403(b) Plan?
I taught myself to write grant proposals early in my freelance writing career. I volunteered to write proposals for a year to gain...

Jennifer Wills
Aug 25, 20254 min read


What Are the Withdrawal Rules for an IRA?
Understanding the withdrawal rules for an Individual Retirement Account (IRA) can be challenging. The requirements differ based on your...

Jennifer Wills
Aug 20, 20253 min read


What Are the Withdrawal Rules for a 401(k)?
Like most people, you probably have a 401(k) plan through your employer. This tax-advantaged retirement account is an excellent way to...

Jennifer Wills
Aug 18, 20255 min read


What Are 5 Types of Annuities?
In my opinion, annuities are among the most confusing investments. The seemingly endless options, features, and benefits can discourage...

Jennifer Wills
Aug 13, 20254 min read


What Are the 4 Most Common Investments?
I enjoyed educating clients on investing during my time as a licensed financial coach. The financial services industry can be confusing,...

Jennifer Wills
Aug 6, 20255 min read


At What Age Is IRA Withdrawal Tax-Free?
I opened an Individual Retirement Account (IRA) in my 20s to start saving for retirement. If you haven’t started investing for your...

Jennifer Wills
Jul 28, 20253 min read


What Are the Benefits of Investing in a 401(k) Plan?
During my time as a licensed financial coach, I learned firsthand about 401(k) plans. I gained insight when a client implemented a plan...

Jennifer Wills
Jul 23, 20253 min read


What Are the Advantages and Disadvantages of an Annuity?
During my time as a licensed financial coach, I created complimentary, customized, confidential plans to help families become properly...

Jennifer Wills
Jul 21, 20254 min read


What Is the 10-5-3 Rule of Investment?
When I was in my 20s, I did not know much about investing. Fortunately, I met a licensed financial coach who educated me on financial...

Jennifer Wills
Jul 11, 20252 min read


How Does an Annuity Work?
During my years as a licensed financial coach, I set up annuities for many clients. They wanted a steady source of income during...

Jennifer Wills
Jul 1, 20252 min read


What Are 9 Questions You Should Ask When Investing?
I began investing in my 20s. I worked with a licensed financial professional who provided guidance and support to determine which...

Jennifer Wills
Jun 29, 20252 min read


What Is an IRA and How Does It Work?
I opened my first Individual Retirement Account (IRA) in my 20s. I plan to open additional types of IRAs for retirement planning as my...

Jennifer Wills
Jun 28, 20254 min read


What Is a 401(k) and How Does It Work?
I had a few jobs in my 20s that offered a 401(k). Had I known how important contributions were, I would have made more to save for...

Jennifer Wills
Jun 25, 20254 min read
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