J. J. Wenrich CFP(R)May 16, 20229 minRoth IRAs for Kids: What do you need to know?Many parents (and grandparents, etc.) look for ways to save and invest for their children’s future, and the Roth IRA is one of several...
J. J. Wenrich CFP(R)Dec 30, 20204 minInvesting and Personal Finance Lessons from 2020 In a truly unbelievable year for the world, it was also a remarkable year for both investors and for how many people look at personal fin...
J. J. Wenrich CFP(R)Feb 23, 20201 minPersonal Finance Class for TeensWe are excited to share that J.J. will be teaching a FREE 3 session Personal Finance class for teens on March 17, 24, and 31 in San Clemente
J. J. Wenrich CFP(R)Oct 27, 201914 minFinancial Planning: The Thing You Do Before You Buy StocksEven if you know what you are doing, there are things you should to do to prepare yourself before you start buying stocks or investing.