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Insights & News

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Are you “There” with your family- The biggest thing you can do financially to be “There”

How much time do you spend with your family? And, when you are with your family, are you actually “there?” There are many stresses in our life that can cause us to not truly be present when we are with family. A very common stress is money. This stress can come from the lack of it, to what do I do with it, and how do I keep it? What’s the answer? AWARENESS

Investment Retirement Funding Insights
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Do You Have a Wealth Building Account? 5 Steps to Automate

It’s so easy to be unaware of where your money is going. We used to have checkbook registers to keep track of our money. Now everything is digital and subscription services! Let’s face it, for many Americans, the only reason they have any savings is because of their 401k. To be more specific, it’s because the money never enters their checking account. It gets directly deposited into their 401k by their employer. Any money that enters your checking account can be at risk to overspending or emotional responses. The solution my wife and I found that worked wonders is establishing a Wealth Building Account.

Investment Retirement Funding Insights
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Who is Your Financial Mentor?

One of the major obstacles to financial investment for many people may be intimidation. The idea of placing your money into an investment can certainly be intimidating, especially for those who may feel less than informed about financial matters. There is no reason to be intimidated if you have sought out a mentor for your financial life. Mentorship from a financial professional can be of incredible value for you as an investor, helping you shape a financial strategy that will assist you in pursuing your goals.

Investment Retirement Funding Insights
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5 Financial Goals for the New Year

The new year is here, and now is the time to create financial goals to help you get on track and set yourself up for a more financially stable future. Sometimes, getting your finances organized can be a daunting task, but by setting a few yearly goals, it can be easier than you think. Start the year off right by getting started on these five financial goals.

Investment Retirement Funding Insights
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You'll Spend Thousands on Healthcare This Year. Can an HSA or HRA Help?

The average annual healthcare expense per insured individual ranges from roughly $3,800 for 19- to 34-year-olds to about $13,000 for retirees (ages 65+). As Americans pay more for medical care, they often seek ways to save for emergencies. Health savings accounts (HSAs) and health reimbursement accounts (HRAs) can help.1 What are these accounts, and who has access to them? We explore the pros and cons of each option to help you determine which one you may have access to and the best one for your individual needs.

Investment Retirement Funding Insights