Category Archives: Financial Planning

Erin Grabe

Dec 11 2019

Should You Save Money or Pay Off Debt?


save-money-or-pay-off-debt

Respect your elders. Don’t talk with your mouth full. Say please and thank you. Our parents have taught us many things, but what about how to balance managing debt – specifically, student loan debt– with saving money for retirement, our …
Continue reading

Posted in Financial Planning | Tagged , , , ,
Jennifer Lough

Nov 06 2019

What’s the Difference between Money Market Accounts and CDs?


money-market-accounts-vs-cds

Once your basic account needs are met with a checking and/or savings account, you may decide that opening a more robust account  would better suit your financial needs. Money market accounts (MMAs) and certificates of deposit (CDs) typically earn a …
Continue reading

Posted in Financial Planning, Money Management | Tagged ,
Jennifer Lough

Nov 04 2019

What’s the Difference Between Checking and Savings Accounts?


checking-vs-savings-accounts

Checking and savings accounts are two basic accounts offered by financial institutions. They serve the same overall purpose– to house your money – but have a few key differences.

Posted in Financial Planning, Money Management | Tagged ,
Aaron Schaefer

Sep 11 2019

How to Prepare for a Recession


how-do-I-prepare-for-a-possible-recession

In recent weeks, there’s been a lot of talk about a potential recession on the horizon. If you’re concerned about how an economic downturn might impact you, read on for some practical advice on safeguarding your financial well-being. How do …
Continue reading

Posted in Financial Health, Financial Planning, Money Management, Retirement | Tagged , ,
Mark Ahlers

Mar 23 2016

Financial Planning: How Much Will I Need to Save?—Part 3 of 3


Financial Planning for Retirement.

This is the final in a 3-part series on financial planning and social security. Experts suggest that you will need 75-85% of your pre-retirement income to maintain your lifestyle throughout retirement. What changes in retirement can you make to allow for …
Continue reading

Posted in Financial Planning, Retirement | Tagged , , , , ,
Mark Ahlers

Mar 16 2016

Financial Planning: How Much Can I Spend?—Part 2 of 3


Financial Planning for Retirement.

This is the second in a 3-part series on financial planning and social security. Once the “income gap” has been determined, the next step is to determine if your accumulated or projected assets are adequate to fill this gap. The goal …
Continue reading

Posted in Financial Planning, Retirement | Tagged , , , , ,
Mark Ahlers

Mar 09 2016

Financial Planning: Social Security and the Income Gap—Part 1 of 3


Financial Planning for Retirement.

This is the first in a 3-part series on financial planning and social security. When the Social Security retirement income system was created in the 1930s, it was designed to provide a partial retirement income supplement. Today, the average Social …
Continue reading

Posted in Financial Planning, Retirement | Tagged , , , , ,
Joy Newhouse

Mar 11 2015

Having a Baby? Consider These Tips.


Consider these tips if you're expecting a baby.

With three little words (“it’s a boy” or “it’s a girl”), your whole life changes forever. Suddenly corners seem sharper and stairs seem steeper as new instincts take root. If you are planning on having a baby or are pregnant, …
Continue reading

Posted in Financial Planning | Tagged , ,