We’re here to talk about not just finances and financial wealth but planning, proper planning, retirement, and saving for schools. There’s all sorts of ways you can save money. We’re now in a culture where we need to take care of our money for today, for tomorrow, and for the long term. We’re here every week, just to keep things simple, just to educate you, to remind you that doing nothing is never the answer. You have to do something.
Whether you come and see Bryan at Rigg Wealth Management or whether you just dial in every week, and listen to this show, and learn a few things if we can inspire you to do something then we’re doing our job. Bryan is here to help with Rigg Wealth Management. I’m here to facilitate, move things along, and ask the questions that may be on your mind today and every weekend. Doing something with your money. Ask parents. Ask friends. Ask a coworker. Ask your boss. Ask HR. Talk to your bank. Talk to Bryan. Just go online, but please do something because nothing is not a solution.
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RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters.
Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.
“A 529 plan is a college savings plan that allows individuals to save for college on a tax-advantaged basis. Every state offers at least one 529 plan. Before buying a 529 plan, you should inquire about the particular plan and its fees and expenses. You should also consider that certain states offer tax benefits and fee savings to in-state residents. Whether a state tax deduction and/or application fee savings are available depends on your state of residence. For tax advice, consult your tax professional. Non-qualifying distribution earnings are taxable and subject to a 10% tax penalty. Not associated with or endorsed by the Social Security Administration or any other government agency.