by Hannah Moore | Jan 9, 2024 | Career, Financial Planning
It’s a brand-new year — and the perfect time to review your budget as you look forward to the year ahead. This is your opportunity to consider the financial goals you have for the year and make sure that your budget aligns with them. You might not be able to predict...
by Hannah Moore | Nov 22, 2023 | Career, Retirement
When you’re changing jobs, it’s crucial to understand how your employment choices can affect your retirement — especially when it comes to your employer-based retirement plans. What happens to your 401(k) when you leave a job? Do you take the money with you or leave...
by Hannah Moore | Sep 19, 2023 | Career, Financial Planning
If you’ve completed a degree or spent time at college, you may have taken out a loan to cover the tuition costs. If so, you’re not alone — more than half (51%) of students who earned a bachelor’s degree in 2022 graduated with an average of $29,400 in student loans. If...
by Hannah Moore | Sep 6, 2023 | Career, Family, Financial Planning
We’ve talked before about how important it is to discuss money with your children. There’s never really a time that’s “too early” to start introducing those concepts. But don’t worry — it’s never too late to start either! No matter their ages, your kids will benefit...
by Hannah Moore | Aug 15, 2023 | Career, Retirement
Social Security has a reputation for being confusing— and not just because of how your contributions look on your pay stubs and tax returns. It’s complicated because your Social Security benefits don’t always line up with your official retirement date. You can decide...
by Hannah Moore | Jul 19, 2023 | Career, Retirement
When financial planners talk about your career choices, it’s often through the lens of retirement planning. How will your current job get you to retirement? Are you saving enough and taking advantage of your employer’s 401(k) match? Do you know how many more years you...
