A New Virtual Lunch & Learn Series“Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 2: “Make More, Spend Less” [button...
Saving
Setting Short- and Long-Term Financial Goals
A New Virtual Lunch & Learn Series,“Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 1: “Setting Short- and Long-Term...
Take Your First Step in Retirement Planning
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...
2020 Changed Perspectives on Spending Money
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...
Talk to Your Children About Money: From Saving to a Financial Legacy
Why do we save money? There isn’t a shortage of information surrounding why to save, how to save, and where to save. And after all, we have to...
Which Retirement Plan is Better for My Team, a SEP or SIMPLE IRA?
Both SEP and SIMPLE IRAs are tax-deferred retirement plans designed to allow business owners and employees a more straightforward method of saving...
Why an Emergency Fund is a Good Idea
An emergency fund is the rainy-day fund; it’s for the out of the ordinary, once in a blue moon expense that you need money for RIGHT NOW. It is for...
The Difference Between a Savings Account and Investing
The words saving and investing seem to always go together, like peanut butter and jelly, or death and taxes. And they do belong together, because...
The Goal of Investing
Some people selling investment advice speak or write of “diversity” as if it were the goal of investing. It’s not! The goal of investing is to make...