by Phil Lebkuecher | Jan 29, 2021 | Personal Finance
You have probably seen the “SMART” goal-setting acronym, which stands for: Specific, Measurable, Achievable, Relevant, and Time-Bound. These principles apply well to our financial goals as well as other goals. Here are some brief reminders to help keep you...
by Phil Lebkuecher | Dec 31, 2020 | Personal Finance
The Wall Street Journal recently published an article about people who used high risk methods to buy high risk investments. These folks had turned relatively small amounts of money into exceptionally large gains in the past year. Earlier in the year, the...
by Laura Redfern | Dec 31, 2020 | Personal Finance
With another round of stimulus checks on their way, this is a great time for fraudsters to pounce. Don’t be a victim! Follow these smart tips: If you receive a suspicious email or text message, DON’T respond, click on links, or open attachments. ...
by Laura Redfern | Nov 27, 2020 | Personal Finance
I often find that when people come to me for financial advice, they get more than they bargain for. A conversation about the stock market? Sure. Tips on how to save for a future goal? You bet. Observations about the opportunities...
by Phil Lebkuecher | Nov 27, 2020 | Personal Finance
As this year comes to a close, here are my top 3 important financial tasks to consider. Review Retirement Plan Contributions: Whether you contribute to a 401(k), 403(b), IRA, or Roth, look at your year-to-date contributions. You can make 2020 contributions into...
by Laura Redfern | Oct 30, 2020 | Personal Finance
Did you know there’s a difference between “getting the max employer match” in your 401k and “maxing” your 401k contributions? I often hear this used interchangeably, but the differences are significant! How significant? Try this: the MAXIMUM employee...
