Tag Archives: Financial Planning

Brenda Langenberg

Nov 14 2018

Healthy Money Habits: 8 Tips for Financial Health


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As I wrap-up my 4-part series on Healthy Money Habits, I want to revisit the eight financial health habits I highlighted throughout the entire series.

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Brenda Langenberg

Nov 05 2018

Healthy Money Habits: Financial Maintenance (Part 4 of 4)


healthy-money-habits-series

Now that you are financially fit, maintain your finances with these tips.

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Brenda Langenberg

Oct 29 2018

Healthy Money Habits: Insurance and Retirement (Part 3 of 4)


healthy-money-habits-series

Becoming and then staying insured as well as beginning a Retirement account are two large steps that will help to get you closer to your goal of overall financial fitness.

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Brenda Langenberg

Oct 22 2018

Healthy Money Habits: Avoiding Debt (Part 2 of 4)


healthy-money-habits-series

Learning to avoid credit card debt and saying ‘no’ to yourself and unnecessary wants will keep you on the road to overall financial health.

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Brenda Langenberg

Oct 15 2018

Healthy Money Habits: Pay Yourself First (Part 1 of 4)


healthy-money-habits-series

Financial health is defined as describing one’s personal financial situation. There are many different pieces included in the overall picture of one’s financial health. Some of these pieces include the amount of savings you have, how much of your income …
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Shelly Freemole

Sep 26 2018

Wealth Management Spotlight: Roth or Pre-Tax, Part 2 of 2


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Deciding whether to contribute to your 401(k) plan on a Roth or Pre-Tax basis can seem like a tough decision, but it doesn’t have to be. Here are 4 things to consider when deciding how to contribute to your 401(k) …
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Shelly Freemole

Sep 19 2018

Wealth Management Spotlight: Roth or Pre-Tax, Part 1 of 2


wealth-management-spotlight-roth-part-1

You’ve probably heard the term “Roth” associated with your 401(k) Plan. Most plans now offer two types of participant contributions. There are deferral contributions made on a pre-tax basis referred to as pre-tax contributions. Then there are deferrals made on …
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Molly Dietz

Sep 05 2018

National Preparedness Month: Be Financially Prepared


national-preparedness-month-2018

National Preparedness Month (NPM), recognized each September, provides an opportunity to remind us that we all must prepare ourselves and our families now and throughout the year. Americans at all income levels have experienced the challenges of rebuilding their lives …
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Stephanie Schumacher

Jul 25 2018

5 Things to Know When Buying a Home


A house is likely the largest investment you will make in your lifetime. It requires a lot of thought, consideration, and planning before your purchase. Below I’ve outlined 5 important things to consider when purchasing your home. Avoid major changes …
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Jeff Ritchie

Jun 11 2018

Wealth Management Spotlight: 5 Important Documents Besides Your Will


wealth-management-spotlight-5-important-documents-besides-your-will

When you think of estate planning, you think of creating a Will or revocable trust which will dispose of your assets when you pass away. However, there are several other documents that you should think about when developing your estate …
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