Financial Advisor: Chandra Ritter - Financial Architects

What if you could create efficiencies in where you're putting your money?

Sometimes it's easier to not 'adult' or deal with all the 'stuff'. But, what's the expense of NOT making a change?

Give me a call - 319-315-2124

Do you want to talk about religion, politics or money?

I'm the third one. 😂

I often make this joke because talking finances is often taboo. I had the privilege of speaking at a local companies' employee meeting. I had an hour to basically do a Q&A. "Ask a financial advisor anything" if you will.

It. was. amazing.

30 people had so many questions, we had to cut them off so they could start their work day!

For a topic that's often not talked about, it was lovely to cover subjects such as:
How to contribute/sign up for 401k
Average 401k balance and what that REALLY means for income in retirement
Term vs Whole Life
Roth vs Traditional IRA
Savings rate vs Rate of return
Different ways to save: high yield savings, health savings account, in the market

I'd love to come talk to your employees! Give me a call 319-315-2124.

Are you leaving a tax burden for your kids?

If you're putting a bunch of money into a traditional IRA. That's potentially the least tax efficient for your heirs.

Set yourself (and your heirs) up for future success. Call or text 319-315-2124