A 401(k) plan is a savings and investing option, sponsored by employers, that gives employees like you a tax-advantaged way to put aside money for retirement. Named for the subsection…
Tag: Goal Planning
If you own your home and have been making your regular mortgage payments, you may have some equity. Equity is the value of what you own in your home: the…
Do you use a credit card for emergencies? You are not alone, as many of us were taught to keep a credit card, “just in case.” More than 189 million…
Goals keep you motivated and help give purpose to otherwise mundane tasks like saving, budgeting, and investing. But what’s better than a goal? A SMART financial goal because it is:…
Staying organized can be a challenging task. It seems like everything works against us to make things more complicated and harder to keep up with. But it’s worth it, just…
If you’re one of the lucky Americans who will get a tax return this year you may be faced with a pleasant dilemma: what do I do with this extra…
When Warren Buffet talks about money, people listen. And they should; he’s one of the richest people in the world and widely regarded as one of the most successful investors…
“My coworker just bought a new car.” “My neighbor just added a new deck to their house.”“My friends eat out every day and all weekend.” Do any of these sound…
Talking about money with a partner is hard, even if things are going great everywhere else in your relationship. Don’t worry, it doesn’t mean something’s wrong. Your families might have…
One of the most common questions our financial coaches get is simply, “Am I doing okay?” It sounds like an easy yes or no question, but as we teach at…