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Pre-Retirement Checklist
You may have considered all the fun things you will do in retirement – travel, take up a new hobby or spend more time with your family – but well before your official retirement, it’s a good idea to create a pre-retirement checklist. This checklist should help you to continue pursuing your financial goals even […]
Financial Toolkit – Lesson 3: Time to Snowball
Inflation hit a 40-year high of 9.1% in August 2022, further diminishing the American dollar and increasing the price of everything from gas to groceries. According to data from Lending Club, 61% of Americans are now living paycheck to paycheck. It doesn’t help that consumers are turning to their credit cards to help pay the […]
Financial Tool Kit – Lesson 2: Track Your Categories
In the last post, I discussed tracking in place of formal budgeting, Most budgets fail because people don’t track their expenses . Well, congratulations! You’re already one step ahead! When I first began tracking, I was surprised at how much I was actually spending in some areas. I decided I needed to move from tracking […]
Financial Tool Kit – Lesson 1: Build a Better Budget
Inflation has hit a 40-year high of 9.1% in June 2022, diminishing the real value of your paychecks and increasing the price of everything from gas to groceries. According to Lending Club, nearly 60% of Americans are now living paycheck to paycheck. Inflation is affecting the American pocketbook, leading people to consider whether budgeting would […]
What Should You Do With Your 401(k) When You Change Jobs?
Hi {Firstname}, If you are moving to a new job, don’t forget about your 401(k) with your former employer. It’s important to know your options and make the most advantageous decision for your circumstances. So, what exactly are your options, and what are the pros and cons of each? Leave Your 401(k) With Your Previous […]
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