$1 Million in Bank Account
Investment Planning Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance Investment Planning Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance

$1 Million in Bank Account

A bank account may not be the place to park $1 million. There could be better opportunities. This article has seven parts: 1. possible scam, 2. drawbacks of checking and savings, 3. appropriate cash reserve, 4. extra compensation, 5. current tax savings, 6. future tax savings, and 7. investment considerations.

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What to Do When Stocks Drops
Investment Planning Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance Investment Planning Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance

What to Do When Stocks Drops

It can be scary when stock markets fall. However, things may not be as bad as they seem. There are steps you can take. This article explores: 1. Not as bad as the headlines, 2. Back to basics, and 3. Current opportunities.

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