by Robert Sechrist | Apr 17, 2023 | financial planning, retirement
— anything can happen When planning for retirement, have a backup plan (or two). Plans can go awry, so having a backup (or two) is always a good idea — especially when it involves your retirement. Retirement Tip of the Week: Don’t only plan retirement as you’d like...
by Jason Sechrist | Apr 13, 2023 | blog, financial planning
There are various parts of financial planning that should be influenced by a person’s health, says certified financial planner Carolyn McClanahan. Someone in poor health or with medical problems should have an entirely different plan from a person who is healthy, she...
by Jason Sechrist | Apr 6, 2023 | blog, financial planning
KEY POINTS Planning for who makes decisions and who gets what when you die is “a gift” for your family, says a financial advisor. While many people think estate planning is only for the wealthy, experts say that’s not the case. Here are some key things to think about...
by Robert Sechrist | Apr 3, 2023 | financial planning
An emergency fund can give you the peace of mind of knowing that no matter what happens, you have money saved up that can help you get by without having to take on debt. But how much do you actually need in this fund given the high cost of living in 2023? And are...
by Jason Sechrist | Mar 30, 2023 | financial planning
You may think accumulation is the most important part of the game, but income is like water: You can’t live without it. If things you thought were true were actually wrong, when would you want to know? When I was a child, I recall my mother saying that drinking and...
by Robert Sechrist | Mar 27, 2023 | financial planning, Investments, retirement
Pre-tax vs. Roth 401(k): Deciding which to use for retirement is trickier than you think KEY POINTS The choice between pre-tax and Roth 401(k) contributions may be trickier than you expect, financial experts say. While pre-tax 401(k) deposits offer an upfront tax...
