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The Financial Roadmap: Clear Strategy for Confident Control
Articles and News
The world of financial planning often feels like a complicated maze built exclusively for experts—full of confusing jargon, conflicting advice, and paralyzing stress. But the truth is, achieving financial freedom shouldn’t be reserved for the wealthy or the fluent in Wall Street terminology. Here, we cut through the confusion to provide clear, actionable strategies and real-world tools that empower you to take confident control of your money, whether you’re paying off debt, saving for a down payment, or planning a comfortable retirement.
Your Investment Risk Tolerance: How to Manage Your Money
March 12, 2023
Practical tips for assessing and managing investment risk Risk tolerance is a key factor in achieving successful investments. Understanding your investment risk tolerance level and financial goals is essential to creating an investment strategy that aligns with your comfort level. Assessing your risk tolerance involves understanding your financial objectives, investment horizon, and personal circumstances. Once
50-30-20 Budget Rule
March 1, 2023
An easy baseline budget process Are you looking for an easy way to budget your finances? The 50/30/20 budget rule is a great rule of thumb to get started. It’s a simple system that divides your monthly income into needs, wants, and savings. This system helps you understand what expenses are necessary and which can
When Changing Jobs, Rollovers Bring Benefits
February 23, 2023
Consolidating retirement accounts can help your retirement immensely For many individuals, changing jobs can be an exciting opportunity to advance their careers or pursue new interests. However, it can also present a challenge when managing retirement savings. When switching jobs, individuals may need to rollover their retirement accounts from their previous employer’s plan to a
Inflation & Your Money: CDs, Cash, or Stocks?
February 15, 2023
With inflation still high, which is best for your long-term retirement strategy? When deciding where to store your money, it’s important to consider if your options will keep up with inflation. Bank CDs and keeping cash at home may not be the wisest choices. For those planning for long-term retirement, navigating investment strategies amidst economic
Emergency Savings or Your Retirement Goals
January 31, 2023
Both emergency savings and retirement goals are important. Still, the order in which you focus on them will depend on your financial situation
Inflation: The Not-So-Silent Retirement Killer
January 13, 2023
Your long-term retirement strategies must account for inflation – or else Retirement is a time when individuals can enjoy the fruits of their labor and pursue hobbies with greater freedom. But, the specter of inflation looms over anyone planning for retirement, as it can greatly affect your purchasing power and ability to maintain a desired