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  3. October 2020

October 2020

The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Silverleaf Wealth Management on October 29th, 2020

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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House Buying Tips

Submitted by Silverleaf Wealth Management on October 22nd, 2020

Buying a house is one of the biggest, if not the biggest purchase you’ll make in your lifetime. Here are some tips and tricks for ensuring that the entire process is as stress-free as possible. 

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Is Now the Time to Give Yourself a 401(k) Loan?

Submitted by Silverleaf Wealth Management on October 16th, 2020

In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few undesirable consequences.

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The Importance of Financial Goals

Submitted by Silverleaf Wealth Management on October 9th, 2020

In Marin County investment planning, we view goals as life’s destinations, whether it is where you want to be at the end of the day or at some point in the distant future.

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Making Sense of Whole Life Insurance Premiums

Submitted by Silverleaf Wealth Management on October 2nd, 2020

Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.

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Recent Blog Posts

  • Finance Home Costs
  • Everything you Need to Know About Buying a Life Insurance Policy
  • Planned Giving Goes Further

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