A discussion around the probability of a recession in the Fall of 2023
When completing a financial plan, many questions may arise. One of the biggest questions I get is whether to contribute to a Roth IRA or a traditional IRA. The next biggest question I get is whether a Roth conversion is an appropriate action.
Tips on asset allocation, Social Security, annuities, withdrawal rates, and more.
Growth and value investments are two different investment strategies that investors can include in their portfolio based on their objectives and risk tolerance
A main reason why couples argue about money is because of their own personal biases and how they learned to view money through their own experiences. Here at Shelton Financial Group, we want to figure out both spouse’s money language and get the two parties to understand each other.
Are you ready to schedule a fit meeting or do you still have questions? Fill out the form below or give us a call to get started!