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Just Starting Out

Starting Out

"Save a part of your income and begin now, for the man with a surplus controls circumstances and the man without a surplus is controlled by circumstances."

- Henry Buckley


There are so many questions that a young person can have when just entering the workforce. We guide our clients during this phase of their life by encouraging them to save when they can. Some common questions we see are:

  • Should I sign up for my company's 401k or retirement plan?

  • Should I use a Roth 401k or regular 401k?

  • How do I know what investments to choose?

  • Should I only save in a tax deferred account?

  • What happens to my 401k if I switch jobs?

  • Should I pay off my student loans first?