Category: Goal Setting

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    4 Tips to Take Your 401(k) to the Next Level

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    4 Tips to Take Your 401(k) to the Next Level

    The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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    How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

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    How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

    I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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    How to Buy a Car Without Losing Your Mind (or Your Wallet)

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    How to Buy a Car Without Losing Your Mind (or Your Wallet)

    Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

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    Why You Need a Will (and You Need One Today)

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    Why You Need a Will (and You Need One Today)

    Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

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    Future Funding of Social Security Is A Pivotal Piece To Retirement Security

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    Future Funding of Social Security Is A Pivotal Piece To Retirement Security

    By Jamie Hopkins You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits.

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