Key Points Introduction 2022 was a fantastic year for employees everywhere. Corporate perks, 10% raises, free gym memberships, unlimited PTO, and kombucha on tap in the breakroom. These killer benefits have led to numerous firms being recognized as “top employers” but at the end of the day, we work because we want more money. Do […]
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The Top 5 Things You Can Do To Prepare To Smash Your Financial Goals in 2023
The Top 5 Things You Can Do To Prepare To Smash Your Financial Goals in 2023
Key Points Introduction It’s nearing the end of 2022 and it’s time to start thinking about your financial goals for next year. Whether you’re hoping to save more money, pay off credit card debt, or invest for your financial future, there are some vital things you can do to set yourself up for success. In […]
The Top 10 Ways To Improve Your Financial Plan On Your Own
The Top 10 Ways To Improve Your Financial Plan On Your Own
Key Points Introduction When it comes to investing and financial planning, there’s no one-size-fits-all approach or a silver bullet that solves all problems. However, there are some important tips and strategies that can help you improve your ability to reach your financial goals regardless of your earning ability or risk tolerance. In this blog post, […]
What Percentage of Your Income Should Go To Retirement
What Percentage of Your Income Should Go To Retirement
Key Points Introduction If you’re thinking you’d like to retire by 60 or earlier, you’re absolutely not alone. Many people are tired of working their jobs and hoping to get the opportunity to spend a little more time living the lives they hope for outside of work. The question is, how much should you actually […]
5 Easy Tips To Help You Improve The Way You Track Your Spending
5 Easy Tips To Help You Improve The Way You Track Your Spending
Key Points Introduction Do you have a budget? Do you find yourself struggling to stick to it? You’re not alone. In fact, a recent study found that only 32% of Americans actually have a budget and stick to it. If you’re looking to get your finances on track, one of the best things you can […]
Is a Roth Conversion the Right Move For Your Retirement Plan?
Is a Roth Conversion the Right Move For Your Retirement Plan?
Key Points Blaine Thiederman MBA, CFP | September 23, 2022 4 Considerations to Make Before Doing a Roth Conversion There are two common types of individual retirement arrangements (IRA) that you can invest in when saving for retirement: a Roth IRA and a Traditional IRA. When reviewing some of their differences, it’s important to ask […]