by Jason Sechrist | Jul 13, 2023 | financial planning
A financial plan is a roadmap that helps you achieve your goals. Financial planning can be done on your own or with a professional. A financial plan paints a comprehensive picture of your current finances, your financial goals and any strategies you’ve set to...
by Jason Sechrist | Jun 29, 2023 | financial planning
By Heather Taylor What puts people in a situation where they go broke? Sometimes the answer to this question is a lack of proper financial management, like poor budgeting or not tracking expenses. Other circumstances can make going broke beyond one’s control, like a...
by Jason Sechrist | Jun 22, 2023 | financial planning, Investments
KEY POINTS If you want to sell your Series I bonds within five years, it’s important to consider the timing of the three-month interest penalty to maximize your earnings. Your I bond yield adjusts every six months based on your purchase date, not the U.S....
by Robert Sechrist | May 22, 2023 | financial planning, Investments, Uncategorized
Tips for navigating an ‘unprecedented’ market, according to auto KEY POINTS The average new car transaction is around $48,000, up 37% in the past five years, according to Edmunds data. “Things are improving a bit for shoppers,” said Matt Degen, editor for Kelley Blue...
by Jason Sechrist | May 18, 2023 | financial planning, retirement
The mental calculus of reaching your retirement savings goals can be exhausting. What is the right retirement age? How long will your nest egg cover your retirement expenses? Will your retirement plan give you enough annual income in retirement? These are important...
by Robert Sechrist | May 15, 2023 | financial planning
Different economists use different criteria for defining a recession, but the outcome always spells bad news. Economic growth stalls, businesses slash production, employers lay off workers, the stock market loses value and anxious consumers tighten spending, which...
