Capital Advisors Ltd’s Neil Waxman Discusses Financial Security in CNBC
Capital Advisors Ltd’s Neil Waxman Discusses Financial Security in CNBC
Wednesday, March 25, 2015
In the article titled “States where residents get the biggest tax refunds,” Neil Waxman makes a point about financial security: “First priority: Pay down high-rate debt, like credit cards. Already debt-free? Make sure you have a suitable emergency fund. Then look to setting aside the money for other goals, whether purchasing a home, paying for college or retiring. If you can put the money in a tax-advantaged vehicle like a 529 or IRA, so much the better.”; The combined… Read more
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Zachary Abrams
Manager, Wealth Management & Portfolio Analysis
CFP®
Nathan Creviston
Manager, Wealth Management and Portfolio Analysis
CFP®, ChFC®, RICP®
Rob Holub
Chief Investment Strategist
CFA, CFP®
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