Whether you’re just starting out in life, mid-career, preparing for retirement or living in it, there are smart money moves you can make to help you stay on track financially, take advantage of opportunities and have a game plan when the unexpected occurs. Continue reading
by Kathryn Hackney
For more than 30 years, Kathryn has been helping people work toward their financial goals. She takes pride in providing Members with an objective review of their current situation and helping them create long term goals. Kathryn likes to remind Members that retirement planning doesn’t end at retirement. “Members often think that once they retire things will take care of themselves,” she says. “There are a lot of opportunities that retirement presents for managing your retirement savings. Working with Members to make sure they are getting the most out of their plans is something I really enjoy.”
Kathryn is a fully registered financial advisor and licensed insurance agent. When she’s not working with Members, Kathryn loves to get outside, bike riding and spending time with her family and friends.
A new year typically brings new challenges. Maybe you have some financial resolutions you’re already working on. But what are the best ways to help you stick with them so your circumstances change for the better — permanently?
Here are some money moves that can help you stay on track this year.
Although investing is an important way to build wealth over time, a recent survey1 reveals that 55% of Americans don’t. One reason? While many younger adults said they have the money, they don’t have enough knowledge to invest with confidence.