Apr 01, 2022
This month's monthly money tip is centered around investment accounts. Determining which type of investment account best fits your specific situation starts with an understanding of the rules and regulations surrounding each account type. This chart offers a side by side comparison of four different types of accounts, allowing the reader to see which would provide them the most benefit. While all the factors that determine the ideal account type for any one person aren't covered in this chart, this is a great place to start. If you have any questions about the type of account that is best for you, please feel free to reach out to us.
Financial Planning Associate
Melissa came to Narwhal in the summer of 2018 following the completion of her master’s degree in financial planning from the University of Georgia, where she also earned her bachelor’s degree in consumer economics. Her interest in the field started with learning about consumer behavior, specifically its relation with complex moneymaking decisions. Melissa recently received her CFP® Certification in January 2021. Working with a CFP® professional can help you find the path to achieving your financial goals. Your goals may evolve over the years as a result of shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase , or a growing family. Melissa is here to help you through that process. When she’s not working, Melissa enjoys cycling, cooking, and spending time with her beagle and two nieces.
At Narwhal Capital Management, you’re more than just a portfolio, and it’s not all about the numbers. Let’s start with a meeting about your needs and future goals.