Blog | Finwell Benefits

Here today, gone tomorrow? The backdoor Roth IRA takes center stage.

There’s been a lot of talk lately about the backdoor Roth IRA. In particular, its potential elimination if the new federal spending bill...

The Top 3 College Savings Strategies To Curb Inflation

With student loan debt averaging $37,000 per borrower, it’s no wonder education planning is top of mind for many parents. Creating an...

How A Low Rate Environment Is Forcing Investors To Take More Risk

Recent events have caused many investors to seek low-risk investments. But interest rates on "safe-haven" investments have been...

A Guide to Investment Analysis

Before making any investment decision, you should start by evaluating the strength of the security. Below, we present a useful guide when...

5 Habits of Successful Investors

As you develop your investing skills, learn these 5 habits of successful investors to help you fine-tune your personal strategy and gain...

6 Options to Consider When Selling and Buying a Home in a Seller’sMarket

This article was originally published to Redfin.com on May 7, 2021 by Alison Bentley. Homeowners in a seller’s market face a conundrum....

Are Your Cash Savings Riskier Than You May Think?

In a market environment that is highly volatile, any unfavorable economic, market or pandemic related news can move the financial indexes...

Spotlight: Exploring Life & Business with Breanna Stott of Finwell

Breanna Stott, Finwell's Founder & CEO, was recently interviewed by the Nashville Voyager to talk about her journey starting Finwell,...

SPACs: What are they, and could they be a good fit for your portfolio?

You've probably heard the term “SPAC” a lot recently. But what actually is a SPAC? And are they right for your portfolio goals?