Nathan Garcia

What is Dollar Cost Averaging

What is Dollar Cost Averaging? Dollar cost averaging is a strategy of buying into an investment over time by purchasing small amounts periodically instead of

Read More »
Nathan Garcia

Tax Deduction vs Tax Credit

Understanding the Difference Between Tax Deduction and Tax Credit As the tax season approaches, taxpayers start looking for ways to reduce their tax liability. Taxpayers

Read More »
Nathan Garcia

401K Asset Allocation

Rebalancing your 401(k) asset allocation is an essential aspect of successful retirement planning. It helps to ensure that your investment portfolio is aligned with your

Read More »
Nathan Garcia

New Account Walk Through

Maximize Your Financial Decisions with Pocket Plan • Pocket Plan simplifies financial management and decision-making byorganizing all your financial data in one place.• You can

Read More »
Pocket Plan horizontal logo

5850 Waterloo Rd, Suite 140

Columbia MD, 21045

Need help? Contact Support

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.

Disclaimer: Pocket Plan and Pocket Planner Inc don’t offer financial, tax, investment or legal advice. Future outcomes are for illustrative purposes only. Contact a financial professional before taking action.

This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Pocket Planner Inc’s or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

Copyright Pocket Planner, Inc. © 2019 – 2021. All Rights Reserved.

wpChatIcon
wpChatIcon

Watch the Financial Freedom Virtual Summit For Free

This website uses cookies to ensure you get the best experience on our website.