March 28th, 2020

Stories Tagged With: financial planning

Take advantage of 401k plan.

If your employer offers a 401k plan, there are numerous reasons you should participate if you can. First, your employer may match a portion of your contribution. Second, you’ll lower your taxable income by the amount you contribute, plus the interest earned is tax deferred. Third, it’s one of the... Continue Reading >

Reestablishing credit after a divorce

Divorce is a stressful situation emotionally, and often financially.  Being smart about establishing, or re-establishing credit can make a tremendous difference, particularly for anyone who has had only joint credit accounts with a spouse.  Finding out your credit score is the starting point to knowing where you stand and what... Continue Reading >

Financial Planning 101

What exactly is a financial plan?  Is it a budget?  Is it planning for retirement?  Is it saving for college education?  Is it getting out of debt?  It can include any and all of these items but the important thing to understand is that financial planning is an ongoing process.  ... Continue Reading >

Creating a Personal Financial Directory

If you were to become incapacitated or die, how easy would it be for relatives or someone else to take over your financial affairs? Would they have to search through a mountain of paperwork? If you don’t receive paper statements, would they even find out about all of your accounts?... Continue Reading >