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retirement planning for the self-employed

Retirement Planning for the Self-Employed: 4 Mistakes to Avoid

When you’re self-employed, the burden of saving for retirement falls entirely on you, which can be a bit daunting. At the same time, being self-employed allows

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403b vs 401k

403b vs 401k: Differences and Similarities

The primary difference between a 403b vs 401k retirement account is who uses them. A 401k is for people employed by a for-profit organization. In

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What You Need to Know About Taxes When You’re Newly Self-Employed

Being self-employed certainly has its perks; for the most part, you get to dictate your own schedule and enjoy a large amount of independence. At

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Roth IRA Contribution Limits

Roth IRA’s can be an excellent retirement saving vehicle. Roth IRAs allow you to save $6,00 per year towards retirement if you are under 50.

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Why are Investor’s Returns Often Different than the Investments They Hold?

The research on investor performance is clear. The average mutual fund investor tends to have worse returns than the average mutual fund. Behavioral factors have

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couple discussing an inherited IRA

How to Handle an IRA Inherited from your Spouse

When someone passes away leaving money in a traditional IRA, the money will go to whomever is listed as the beneficiary of the retirement account.

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Retirement Saving Tips for Young Investors

It is no secret that Americans have a tough time saving for retirement. This is particularly true of millennials. The Great Recession has delayed the

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drinking latte thinking about long-term goals

Now or Later? Planning for Long-Term Goals

Have you thought about what you might be giving up by waiting to invest for long-term goals such as retirement? One of the greatest financial

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Planning for a Dynamic, Non-Traditional, Retirement

There are several key points to consider if you’re interested in a non-traditional retirement or one involving a second career. With the booming innovation economy

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Two Common Retirement Saving Pitfalls

In your twenties or thirties you know that you’ve got a number of years left in the workforce. How long do you want to work before traveling,

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Why the Time To Implement Your Retirement Savings Plan Is Now

For most 20 to 30 year-olds, talk of retirement saving or planning makes their eyes glaze over. Some have so much student debt, they can’t even

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socially responsible mutual funds performance chart

Do Socially Responsible Mutual Funds Perform Well?

An important consideration of any investment strategy is the ability of the strategy to provide satisfactory results. Sustainable or socially responsible mutual funds and investment

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comparing IRA types

Traditional or Roth IRA?

So, you have decided to invest. Great. Presumably, you are investing for a purpose. Even better. If that purpose is for retirement you may have

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Starting Early

This is the excerpt for your very first post.

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Here's a checklist to help you feel confident you've really thought of everything.

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Brandon Renfro LLC (“Belonging Wealth Management”) is a registered investment adviser offering fee only advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Brandon Renfro in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.All written content on this site is for information purposes only. Opinions expressed herein are solely those of Belonging Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.