2021 Year-End Financial Checklist
Since we are close to flipping the calendar to 2022, this is a great time to sit down and reflect on the past financial year and anticipate what might be ahead.
2022’s Financial To-Do List
As we kick off 2022, many of us likely have decided on a few financial New Year’s resolutions. Starting the year off on the right foot is important to accomplish your 2022 financial goals. Here are a few ideas to consider when planning for the year ahead.
3 Key Topics You Should Know from the Retirement Enhancement Act
3 Options to Help Keep Your Ducks in a Row
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
457(b): The Good, The Not so Good, and The Not Good at All
5 Investor Lessons Courtesy of COVID-19
2020 is a year we’ll all remember though in many ways we want to forget it.
2021 Year-End Financial Checklist
Since we are close to flipping the calendar to 2022, this is a great time to sit down and reflect on the past financial year and anticipate what might be ahead.
2022’s Financial To-Do List
As we kick off 2022, many of us likely have decided on a few financial New Year’s resolutions. Starting the year off on the right foot is important to accomplish your 2022 financial goals. Here are a few ideas to consider when planning for the year ahead.
3 Key Topics You Should Know from the Retirement Enhancement Act
3 Options to Help Keep Your Ducks in a Row
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
457(b): The Good, The Not so Good, and The Not Good at All
5 Investor Lessons Courtesy of COVID-19
2020 is a year we’ll all remember though in many ways we want to forget it.
5/29 is for 529’s
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
A Doctors Guide to Financial Planning Through a Crisis
Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.
A Missed Vikings Game and My Emotional Spending
My husband and I bought tickets to see the Vikings play their final game of the regular season. We wanted to do something fun during the dark and cold days of January, and we wanted to do it together, without the kids. But...