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Top 20 Financial Mistakes

June 19, 2018 By John Dapper

These are the top 20 financial mistakes people typically make:

  1. No emergency fund
  2. Not contributing to 401(k)
  3. Not contributing to 401(k) to maximum amount of employer’s match
  4. Timeshares
  5. Office condos
  6. Whole life insurance after age 30
  7. No life insurance
  8. No disability insurance
  9. No wills
  10. Not opening 529 for kids when they’re born
  11. Not negotiating financial aid offer letter from college
  12. Buying insurance to ‘hide’ assets to qualify for college financial aid
  13. Co-signing kids’ college loans
  14. Borrowing from 401(k) for kids’ college expenses
  15. Buying a car every 3 years
  16. Trying to keep up with the Joneses
  17. Focusing on stock returns, not your goals
  18. Using home equity to pay for depreciating assets
  19. Buying too much house
  20. Credit card debt

Have you made 1 or more of these mistakes?  Don’t feel bad, you’re not alone.  Would you like a complimentary consultation to discuss?  Click the “Schedule an Appointment” button at the top of the sidebar to the right!

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Holdfast Wealth Management works as your fee-only personal advisor, offering a wide range of consulting services such as retirement planning, investment and wealth management, and holistic financial plans. We proudly serve clients in Austin, Texas and the surrounding communities.


3711 Greystone Drive, Austin, Texas 78731
512.693.8384 | info@holdfastwealth.com

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