Do you know where you stand financially? Taking the time to create or review a financial plan can help you make the most of your money.
Here are some simple tips to help you get there.
Saving
Financial Moves After Pandemic Frugality
If you feel like the COVID-19 pandemic robbed you of your ability to live a normal life, you’re not alone. Restrictions on travel, entertainment and other social gatherings put an abrupt halt to daily activities around the globe.
529 Plans: Give the Gift of Education
Contributing to a 529 College Savings Plan is a smart way to save for college and contributions are a great gift idea for friends and family members.
10 Money Moves to Make in Your 70s
When you reach your 70s, life slows down a little. You may be planning to retire, or already living in retirement. Whatever your situation, there are ways to make your 70s more enjoyable and stress free, especially when it comes to managing your finances. If you still choose to work in some capacity, or simply want to enjoy your leisure time and hobbies, here are some tips to help you live the retirement you want.
10 Money Moves to Make in Your 50s
As you head into your 50s, there are some important steps you can take to ramp up your financial security. For instance, even though retirement may be years away, evaluating your progress along with other long-term goals can help you shift priorities and make the most of your money.
Here are 10 tips to help.
Ask the Advisor: 5 Money Moves to Make Now
by Tom Aguilera
Since 1996, Tom has had a passion for helping investors make sound financial plans and discovering the investments that are right for them. During this difficult time, you may wonder if you’re making the right decisions when it comesto your finances. Whether you’re worried about job security, your investing decisions or having enough emergency savings to weather the storm, here are some tips to help you stay on track.
10 Money Moves to Make in Your 30s
When you head into your 30s, your life is filled with more responsibilities. No matter if you’re single, married, or have started a family, making key financial moves can help you take advantage of financial opportunities and weather setbacks when they occur, because they will. Here are 10 steps that can help you build security and reach your financial goals.
10 Money Moves to Make in Your 40s
When you reach your 40s, most likely your responsibilities have increased significantly. With that in mind, it’s more important than ever to figure out how to allocate your hard-earned dollars. To manage day-to-day expenses and accomplish your longer-term financial goals, you’ll need a plan you can live with and adjust it to your changing needs.
10 Money Moves to Make in Your 20s
When you’re just starting out in your career, you may worry if you’re making the right decisions, especially when it comes to finances. You’re not alone. But creating an action plan can help you stay focused and learn to become a savvy money manager. Here are 10 tips to help you make the most of your finances and overcome setbacks that may occur.
5 Saving Moves for Now and the Future
In uncertain times, it’s not uncommon to let fear get the best of you, especially when it comes to making decisions about your finances. Having smart savings strategies in place can help protect your long-term security and weather life’s temporary ups and downs. Here are five saving moves to help you make the most of your money.