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Blog

Understanding My Risk Tolerance

Tim Pope | Apr 15, 2023
Categories
Investment Management
Financial Education
Financial Planning

Pre-tax or Roth account: Which is the right one for me?

Tim Pope | Mar 15, 2023
Categories
Tax planning
Retirement Planning
Investment Management

Overcoming Financial Regrets

Tim Pope | Feb 15, 2023
Categories
Financial Habits
Financial Planning
Retirement Planning
Savings

A New Year and New Contribution Limits for Your Savings Plans

Tim Pope | Jan 15, 2023
Categories
Retirement Planning
Financial Planning
IRA
401k
HSA

End of Year Reflection

Tim Pope | Dec 15, 2022
Categories
Goals
Retirement Planning

Navigating Open Enrollment Benefits

Tim Pope | Nov 15, 2022

Navigating Turbulent Markets

Timothy Pope, CFP® | Oct 4, 2022
Categories
Retirement Planning
market volatility

Drag is to Thrust as Debt is to…

Tim Pope | Sep 16, 2022
Categories
Debt Management
debt forgiveness

Take These Two Steps to Become Intentional with Your Financial Strategy

Timothy Pope, CFP® | Jul 15, 2022
Categories
Financial Planning
Personal Finance
Retirement Planning

Drowning In Cash? Do these 4 things

Timothy Pope, CFP® | Jul 1, 2022
Categories
Financial Planning
Personal Finance
Savings

Opportunities In A Down Market

Timothy Pope, CFP® | Jun 16, 2022
Categories
Retirement Planning
Tax planning
Personal Finance
Financial Planning

March 2022 Appearance on the 21.Five Show

Tim Pope | Mar 15, 2022

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Charlotte NC 28217

 

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