Posts Tagged ‘Financial Planning’
Time is Running out for the SIMPLE Retirement Option
Time is Running out for the SIMPLE Retirement Option Are you considering starting a retirement plan for your small business? Have under 100 people and want to make it easier to get them enrolled? Then you only have a couple of days left to establish your SIMPLE Retirement plan. They must be established by October…
Read MoreMillennials and Their Money: 3 Tips for Overcoming Investing Fears
When it comes to Millennials—Americans ages 18 to 29—and their money, most have a sinking feeling that investing in the stock market is like boarding the Titanic. According to a recent Bankrate.com study cited by a recent The Street article, younger people prefer cash or cash equivalent investments. How can a young person get over…
Read More3 Ways to Help Your Kids Buy a House
I feel like we have the best clients in the country. They are always looking for ways to help out their family. Many spent years saving for their kids’ college, helped plan and pay for a wedding and want to give them that last push into the adult financial world by helping them with a…
Read MoreThree Resolutions You Should Keep This Year
Making—and breaking—New Year’s Resolutions is a time honored tradition every January. We’ve all made them and we all know how depressing it can feel to hit February and realize we are never going to learn Mandarin, take a spin class or finish our 6-year-old’s baby book. Research shows almost 90% of resolutions will fail by…
Read More2015 Financial Resolutions
This time of year, a lot of us start making New Year’s resolutions. We want to get in shape, quit smoking, spend more time with our families, etc. As 2015 quickly approaches, it’s important to consider making resolutions that will keep you financially fit as well. Here are a few resolutions to help you kick…
Read MoreBe Financially Fit for Life
The world is exploding with products and services targeted to keep us physically fit— from phones that count our steps and track calories to armbands that monitor REM sleep. There are diets with no carbs, diets with juice and diets on a beach. It’s the same with your financial fitness. There are blogs, articles, tweets…
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