Financial Planning Archives

January 23, 2025

What is a Financial Plan?

Life is busy, which is why you should always have a plan—especially when it comes to your finances. No matter what stage...

January 20, 2025

Health Savings Account = Wealth Building Benefit

What is an HSA? A Health Savings Account (HSA) is a tax-advantaged account that can be paired with a high-deductible health plan....

January 1, 2025

Financial Strategies for the New Year

For many, the beginning of the year signifies a fresh start, and since it’s the season of New Year’s resolutions, it’s the...

December 23, 2024

Don’t Miss These 5 Year-End Financial Planning Opportunities

Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays...

December 20, 2024

4 Retirement Rollover Options

You have worked hard saving for your retirement. But what happens if you change jobs or retire? There are many considerations in...

December 11, 2024

What’s Your Financial “Why” for the New Year?

With wealth comes an expansive list of financial opportunities: paying down debt, upgrading homes, maximizing retirement savings, or supporting future generations. The...

Man looking worried while looking at paperwork

December 3, 2024

Why Do We Worry About Money?

It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often...

October 28, 2024

The Average American Budget

According to the Bureau of Labor Statistics, the average American household earns an average of $82,852 a year before taxes and spends...

October 23, 2024

For 401(k) Plan Participants, Consistency is Key

Recent research1 from the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) found that 401(k) plan account balances increased significantly...