by munnmorris | Jan 4, 2022 | Budgeting, Financial Journeys, Financial Planning, Helpful Resources, Retirement
It is never a bad idea to begin planning for retirement, no matter what stage of life you are in. Today is when all those small decisions about retirement can start having a big impact on your future self. It is important to remember that it is never too soon to plan...
by munnmorris | Dec 29, 2021 | Articles of Interest, Financial Planning, Helpful Resources, Retirement
A 401k is a retirement account that you can open with your employer for savings. The goal of this type of account is to continue to save over time to help support your future retirement. You may not know what all goes into a 401(k) plan. That doesn’t mean you...
by munnmorris | Dec 22, 2021 | Financial Planning, Helpful Resources
Fiduciaries are tasked with managing a client’s investments to make sure they’re being used properly and wisely so that their clients’ well-being comes first. They act in your interests when it comes to managing money or property on behalf of the two...
by kevink | Dec 27, 2018 | Articles of Interest, Budgeting, Financial Planning, Helpful Resources, Retirement
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep...
by kevink | Dec 26, 2018 | Articles of Interest, Financial Planning, Helpful Resources, Retirement
Inheriting IRA or 401(k) proceeds from a friend or relative can be a potentially huge windfall, but it can also be a sizable tax headache. For both the giver and the recipient, it’s worth getting some advice. Bank accounts, stocks, real estate, and life insurance...
by kevink | Nov 29, 2018 | Articles of Interest, Financial Journeys, Helpful Resources
The experience of a declining market or perceived recession can be a heart racing experience. The temptation to move investments to historically safer territory can be overwhelming. But history tells us that sticking with your long-term investment plan, including...
