Investing, Saving, Webcasts
A New Virtual Lunch & Learn Series“Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 2: “Make More, Spend Less” Watch a recording of our 04/21/2021 webcast A topic everyone likes to talk about: Increasing Income. A topic no one wants to really talk...
Retirement Planning, Saving, Webcasts
A New Virtual Lunch & Learn Series,“Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 1: “Setting Short- and Long-Term Financial Goals” Watch a recording of our 3/24/2021 webcast. There are many similarities between training for a marathon...
Articles, Retirement Planning, Saving
Why is financial planning so important? We all have things we want to do in the future that will cost money; vacations, home buying, paying for college, retiring, and etc. Financial planning is simply figuring how much money you will need when you will need it, and...
Articles, Investing, Saving
Looking back on 2020 is useful ONLY if we use what we have as we look forward. What mistakes were made and can be avoided? What opportunities did we find, or did we miss? What assumptions about spending, saving, and investing were challenged and proved to be true, or...