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Peter Mu, CFP® ChFC®
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Join date: May 4, 2020
Posts (30)
Jul 17, 2024 ∙ 2 min
Roth v.s. Traditional IRA - Which is Right for Me?
The choice between a Traditional IRA and a Roth IRA depends on your individual circumstances, particularly your current tax situation and...
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Jul 6, 2023 ∙ 2 min
Retirement Plans for Self-Employed People
401k plans used to be complex and costly and mostly implemented by more mature companies. You can now help your self employed clients...
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Jun 26, 2023 ∙ 2 min
Details Matter When Choosing a High-Yield Savings Account
As the Federal Reserve continue to raise interest rates to curb inflation, offers for high-yield savings accounts are hitting our...
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