User's blog

Tag: financial planning

  • NEWER, BIGGER, BRIGHTER, SHINIER

    Beautiful Persuasion As a former store manager, I became adept at persuading people to part with their money. I knew my customers. I greeted them when they shopped, learned their kids’ and their pets’ names, favorite colors, and style preferences. I maintained a light touch and never forced anything on them but I created a […]

  • How to Make Retirement Savings Last

    How to make your retirement savings last About half of Americans have some sort of retirement account, according to the Federal Reserve Bank’s 2019 Survey of Consumer Finances, and the median value of that 401(k) or individual retirement account runs around $65,000. The average American, who retires around the age of 63 or 64 and […]

  • How to Prioritize Your Bills During Challenging Times

    How to prioritize bills when you can’t pay them all If you’re scrambling to pay your bills each month, you’re not alone, especially during the COVID-19 pandemic. Learning how to best prioritize your bills during these times, can help alleviate some of those stresses. According to one report released in September, 46% of Americans were […]

  • 5 Tips to Help You Keep Track of Your Finances This Year

    It can be pretty difficult to keep track of your finances when you don’t know the basics – how much you’re really earning and how much you’re really spending. Sure, you may be aware of the number that should be on your paycheck, but is that the number that’s actually getting deposited into your bank […]

  • Financial Planning: An Introduction to Four Planning Areas

    The first step in getting help with financial planning is deciding which area of your finances needs attention.

  • Planning a Career Change? 4 Ways to Financially Prepare

    Changing career paths requires a lot of thought and planning, especially financially. Here are four important things to do when planning a career change.