Starting your career is an exciting time, full of possibility, challenge, and growth. But the habits you build in these early years can set the tone for your long-term financial health and professional success. Here are 10 tips for anyone looking to make the most of their early career.
Read MoreWhen saving for a child's future, whether for college, a first car, or a financial head start, two commonly used accounts are 529 plans and UTMA/UGMA custodial accounts. Each has unique features, benefits, and trade-offs, and choosing the right one depends on your goals and values.
Read MoreWhen it comes to investing, one principle stands the test of time: diversification. It’s not just a buzzword in financial circles. It’s a strategy that can help you navigate the uncertainties of the market. But what does diversification actually mean, and why is it so frequently mentioned in the financial industry?
Read MoreWhen leaving a job, an employee is likely to take their favorite mug and desk plant, but what about their 401(k)? Leaving retirement accounts behind without any plan to remember that they even exist can create a host of financial issues for their future selves.
Read MoreAt Next Portage Financial, one of the most common questions we get from clients is how fees are charged and what the different fee options are. We believe that financial literacy is key to making informed financial decisions, so we take the time to explain these options and so that you can choose what’s best for your situation. Here are some key points to consider when deciding between two common fee structures: Assets Under Management (AUM) and a flat fee.
Read MoreVirtual meetings are nothing new. In recent years, they've become a standard part of life, making it easier to connect with colleagues, family, and professionals. But when it comes to your finances, should you consider working with a financial advisor virtually or stick to the more traditional in-person meetings? Here are some of the top reasons I find virtual advising to be a good option for my clients.
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