Posts by Jeff Rose, CFP®:

SaveBetter Review: The Best Place to Go for High-Interest Savings?
Jeff Rose, CFP® |
If this past year has taught us anything, it’s that investments that seem too good to be true almost always are. Many investors were burned by ‘can’t miss’ tech stocks and could only watch as the value of digital assets, like cryptocurrencies and NFTs, evaporated in minutes and couldn’t sustain the promised high returns. In a highly volatile market, deciding …
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Beware of WhatsApp Scams
Jeff Rose, CFP® |
In response to a wave of scam calls plaguing WhatsApp users, the popular messaging company has issued a statement outlining its efforts to combat the fraudulent activities. The scams involve individuals receiving calls from fake international numbers, causing concern and confusion among users. WhatsApp has implemented spam detection technology to identify and take action against accounts engaging in suspicious behavior …
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How to Achieve Important Long-Term Financial Goals
Jeff Rose, CFP® |
Long-term goals aren’t easy to achieve. But why? Could it be that motivation wanes over time? Perhaps external circumstances change. Maybe it has to do with the feasibility of the goals. Many people have trouble sticking to something over the course of a single year let alone several years or decades. Perhaps that’s why long-term goals – like most financial …
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Understanding the Basics of Contributory IRA: A Comprehensive Guide
Jeff Rose, CFP® |
A Contributory IRA, otherwise known as a traditional IRA, is a retirement savings account that allows individuals to make contributions from their earned income. The contributions made to the account may be tax-deductible or non-deductible, depending on the individual’s income level and participation in an employer-sponsored retirement plan. Contributory IRA accounts are held by custodians, such as banks, brokerage firms, …
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High-Income Skills to Upgrade Your Career
Jeff Rose, CFP® |
In today’s world, it’s important to find a job that not only pays well but also lets you enjoy your life outside of work. To achieve this, it’s essential to have valuable skills that people need so much that they are willing to give you the conditions you need to live freely. In this article, we will share some high-income …
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15 Best Low-Risk Investments for 2023
Jeff Rose, CFP® |
Investing well is about balancing risk and reward. The unprecedented challenges facing the world economy have many savers looking to reduce their exposure to risky investments and move towards those with lower risk. While it’s true that the amount of return you can get depends on how much risk (and losses) you are willing to accept, great investors make their …
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