Your Financial Plan
Update Your Monthly Contributions [Video]
Did you know the maximum amount that can be contributed to retirement accounts can change from year to year? It’s true. And taking advantage of these contribution limit increases can make a big impact over your working career.
To Pay Down Or Save? A Question Of Net Worth [Video]
People ask: Should I pay off a loan or should I save money? This really becomes a question of net worth. Let’s discuss what net worth is…
Are You Fully Vested? [Video]
Have you ever looked at your retirement account statement and noticed two different balances? Today let’s discuss the vested balance.
Investing vs. Speculating… Are You Feeling Lucky? [Video]
Are you someone who likes to buy a lottery ticket, hoping yours is the winning number? Let’s compare investing vs. speculating.
Consolidating Retirement Accounts [Video]
[Video] Consolidating Retirement Accounts| Do you have accounts with past employers you need to do something with? Should you roll these over?
Don’t Get Surprised By Inflation! [Video]
Inflation is something we watch closely and have written about many other times. The cost of something in the future will likely go up.
