Do You Need a Financial Planner?

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Do you need help managing your money? Here are some questions you may not have thought of.

Should you move to work remotely?

If you have a remote job, you have more flexibility to find a nice place to live that fits in with your budget. Here are some of the best states for remote work.

Do you invest in savings bonds?

Savings bonds are a unique investment with a guaranteed return, no risk of loss, and tax flexibility. Here’s how to decide if you should pay tax on your savings bonds now or when you cash them in.

Should you convert your retirement account to Roth?

A Roth conversion lets you pay taxes on your retirement accounts now and withdraw completely tax free later. The goal is to pay taxes when you’re in a lower tax bracket. Does that make COVID-19 a good time to do it?

Do you need to cash in your retirement account early?

If you need to tap into your retirement savings, find out the penalties for doing so.

Are you still waiting for your COVID-19 Economic Impact Payment?

Find out how to get your stimulus check here.

Do you need a financial planner?

You can use this directory to find a Certified Financial Planner.

Need personal help? Click here for additional free resources or to find an accountant, attorney, or other professional near youRemember: This blog post and the comments provide generalized information that may be out of date or inaccurate for your situation. Always schedule a personal consultation with an appropriate licensed professional in your area before taking action. For full terms of use, click here.

Have general questions about this post or want to learn more about a related topic? Please leave a comment at the bottom of the page. Comments are public, and I can’t provide individual advice, but it helps me make the posts more useful for the future. Please do not post personal information. If you need personal assistance, please contact the relevant government agency or hire an appropriate professional near you.

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