If you’d like to make your money work for you, you probably have a few financial goals for the new year. I work with people every day who are working to do things like save for retirement, plan for college, and pay off their student loans. Accomplishing these financial goals is an important part of creating a secure financial future. But if you're not sure where to start or if you’ve tried and Continue Reading
Your Year-End Financial Checklist
Managing your money to reach your financial goals is a never-ending activity. But as the end of the year approaches, there’s still time to make progress towards your yearly goals. Use this financial checklist to see if there's anything you can do before the end of the year. With the tax year winding to a close, a few moves might make a big difference. 1. Review Your Year Every financial move Continue Reading
Living a Richer Life with Gratitude
It’s human nature to set your sights a little bit bigger time after time. We set goals to become stronger, faster, smarter and wealthier. We're always trying to get a little better bit by bit. But when it comes to money, always wanting more will mean that you'll never have enough. It’s hard to be in a place of satisfaction and gratitude when there’s a desire for more. Evaluate Where You've Continue Reading
Talking About Money with Your Spouse
Relationships don’t survive without honest talks about money. Money conversations can be tough, even when you’re happily married. It’s an incredible gift to your marriage to know how to handle your money in a productive, drama-free way with your spouse. Some researchers estimate that couples who work together to manage their money can double their wealth as compared to their single Continue Reading
Take the Guesswork Out of Your 401(k) Investments
One of the easiest ways to build up a nest egg is to participate in a 401(k) plan. It’s automatic, it’s easy to set up, and your employer may even give you free money in the form of a company match. Participants can defer taxes until their later years in a Traditional 401(k) or pay taxes now and have tax free income in a Roth 401(k). About 52 million Americans invest in a 401(k) every Continue Reading
Estate Planning for Young Families
In the excitement and exhaustion of caring for young children, estate planning is probably not be at the top of your priority list. But all families, especially those with young children, should have a basic estate plan in place. If something unfortunate were to happen, your family would be grateful that you took the time to put a plan together. Here are nine things to keep in mind as you Continue Reading
Maximizing Employee Benefits During Open Enrollment
If you’re like many of my clients, you remember how much you get paid every month. But when it comes to the details of your employee benefits, it’s easy to glaze over what’s in the fine print. Many employers offer great benefits, and you can protect your family and build wealth by taking advantage of them. Do you understand all that your employer has to offer? When the email comes about Continue Reading
What You Need to Know About Restricted Stock Units
Are you receiving restricted stock units from your employer, but you’re not sure what to do about them? If so, you’re not alone. Restricted stock units (RSUs) are complicated, and very few people know how to make the most of them. If you're a more visual learner, jump to the bottom of this blog post to watch our video on restricted stock units. Many technology companies like Google, Yahoo, Continue Reading
Your Emergency Fund Should Be Boring
Sometimes, financial success can be exciting. It’s exhilarating to finally get the raise you worked so hard for, buy your dream house, or take your long-awaited European vacation guilt-free. But some sound financial concepts are boring. Emergency funds are definitely snooze-worthy. After all, they are there to help you sleep soundly at night. Emergency funds provide a buffer to help you Continue Reading
Smart Ways to Save for College
College is a stepping stone for many to a higher paying career. It’s no wonder that many parents want to help their children attend college. But college tuition is expensive, and the costs are rising every year. This fall’s college tuition is expected to clock in at $31,231 for private, nonprofit, four year universities, and $9,139 for public, four year universities. Many parents wonder if they Continue Reading
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