From Insurance to Savings. What to Keep in Mind When You’re About to Have a Baby

August 15th, 2015 | Posted by admin in Financial Planning | Savings - (Comments Off on From Insurance to Savings. What to Keep in Mind When You’re About to Have a Baby)

You’re pregnant? Congratulations! Here’s a checklist of major things you need to take care of.

1. Understand your maternity coverage and benefits

You’ll want to understand which maternity services your health plan covers and ensure your providers are in your (more…)

It’s clearly a budget…. It’s got a lot of numbers in it.

August 7th, 2015 | Posted by admin in Financial Planning | Savings - (Comments Off on It’s clearly a budget…. It’s got a lot of numbers in it.)

Budget

There are plenty of different ways to budget and the method that your family chooses shouldn’t be set in stone.

 

Getting on a budget is one of the single most important things you can do to make sure your family is reaching   financial goals. If you have no idea how to get started here are three types of family budgets to consider.

The Zero Based Budget

The zero based budget is a concept where you “spend” your money at the beginning of (more…)

Will Millennials Change Banking Forever?

July 7th, 2015 | Posted by admin in Financial Planning | Uncategorized - (Comments Off on Will Millennials Change Banking Forever?)

Millennials

Will Millennials Change Banking Forever?
A generation of nearly 80 million strong, Millennials are changing the face of banking as we know it. Millennials are hungry for (more…)

Spring Cleaning Your Budget

May 20th, 2015 | Posted by admin in Financial Planning - (Comments Off on Spring Cleaning Your Budget)

The flowers are blooming, the birds are chirping, and spring is in the air – at least in some parts of the country. It’s a great time of year to stop and smell the finances. During spring, many of you will declutter and deep clean, but it doesn’t have to stop at the (more…)

Debt and Equity Financing: Two Options for Financing Your Small Business…

September 9th, 2014 | Posted by admin in Financial Planning | Small Business - (Comments Off on Debt and Equity Financing: Two Options for Financing Your Small Business…)

By Tiare Rath

Whether you’re preparing to launch a startup or want to grow your business, one thing is for certain: You’re going to need money. Debt and equity financing are two different financial strategies: Taking on debt means borrowing money for your business, whereas gaining equity entails injecting your own or other stakeholders’ cash into your company. (more…)

Smart Banking And Savings Basics

July 10th, 2014 | Posted by admin in Financial Planning | Savings - (Comments Off on Smart Banking And Savings Basics)

It’s all about saving the money you earn by banking smart, and using your banking for financial growth.

1. Money in a bank account is safe.

A bank is one of the safest places to stash your cash. In the wake of the financial crisis of 2008, the federal government increased the level of insurance on bank accounts — it’s now $250,000 per depositor.

2. You pay for the convenience of a bank account. (more…)

How to Save More for Retirement in 2014…

April 10th, 2014 | Posted by admin in Financial Planning - (Comments Off on How to Save More for Retirement in 2014…)

By: Joe Udo
Two of the most common New Year’s resolutions are to get fitter and save more money. These resolutions are very difficult to keep because the goals aren’t specific, and it’s hard to keep track of them. It’s better to make more specific goals like saving an extra $2,000 for retirement this year. Here are some ways all of us can save more for retirement this year. You’re on your own for the fitness resolution. I will be struggling with that one, too. (more…)

Financing Growth…

April 8th, 2014 | Posted by admin in Financial Planning | SBA - (Comments Off on Financing Growth…)

SBA is committed to helping small businesses, which are the backbone of the nation’s economy, thrive. Working closely with a wide range of lending partners across the country, (more…)

What Does Long Term Care Really Mean?

May 7th, 2013 | Posted by Brian Patrick Kuhn CFP®, CLU®, CLTC, Family Wealth Advisor in Financial Planning - (Comments Off on What Does Long Term Care Really Mean?)

When working with a wealth advisor or financial planner the topic of long term care often comes up.  This conversation usually centers on whether or not to purchase a specific form of insurance that protects against the expensive cost of extended care.  But is this really the only definition of long term care?  In this day and age, aging can take many forms (more…)

Exploring the Single 401(k)…

March 7th, 2013 | Posted by Don Hannahs, CFP®, Partner in Financial Planning - (Comments Off on Exploring the Single 401(k)…)

Many self-employed entrepreneurs may want to save for retirement using either an IRA, Roth IRA, SEP (Simplified Employee Pension), or SIMPLE IRA.  A Single 401(k) maybe a better option due to higher contribution limits.  For 2013, a business owner can make elective deferral contributions of up to $17,500 plus (more…)

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