Retirement Services

Wealth Management

Author: ahawks

Published
Categorized as Financial Health, Retirement Savings

Navigating the Market Right Now [Video Interview]

Let’s face it. There’s a lot going on with the economy, the Fed, and the markets.  It doesn’t help that in this 24/7 newscycle world we live in that the media sensationalizes headlines that cause panic and fear in investors.  If you’re feeling doom and gloom or uneasy about your investments, it’s helpful to zoom… Continue reading Navigating the Market Right Now [Video Interview]

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Categorized as Financial Health

12 Tips for Dealing with Hidden School Costs

Back-to-school shopping is in full swing. Have you made space in your back-to-school shopping budget for hidden school costs? Recently, the following Facebook post went viral. According to the 2023 Deloitte back-to-school survey, parents are expected to spend $597 per child on back-to-school shopping.¹ One reason it is so expensive is that the prices of… Continue reading 12 Tips for Dealing with Hidden School Costs

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Categorized as Financial Health

How to Deal with Financial Stress of Taking Care of Kids and Parents

The financial stress of taking care of kids and parents should not be glossed over or ignored. Parents typically feel financial stress, with new reports suggesting it costs a middle-class family with two children $310,605 to raise children from birth to age 17.¹ This is generally broken down into the following percentages: 32% to housing… Continue reading How to Deal with Financial Stress of Taking Care of Kids and Parents

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Categorized as Financial Health

Should You Talk to Kids about Money Problems? Yes. Here’s How.

Parents strive to protect their children, and this often means hiding family financial issues. But should you talk to kids about money problems? The answer is YES. Shielding them may actually be doing more harm than good.  Consider these results from two important studies: “In 2010, the American Psychological Association (APA) found that during the… Continue reading Should You Talk to Kids about Money Problems? Yes. Here’s How.

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Categorized as Holidays

The 4th of July: Then and Now

Americans have celebrated the signing of the Declaration of Independence on the 4th of July since 1776, even though the Declaration of Independence wasn’t signed until August 2, 1776. There is a lot of fun history to learn about the 4th beyond the confusing sequence of dates surrounding the holiday. For example, even though the… Continue reading The 4th of July: Then and Now

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Categorized as Retirement Savings, Retirement Tips

Reclaiming Your Retirement: Catch Up on Retirement Savings after 40

June 26, 2023 In Retirement Savings, Retirement Tips If you’re over 40 and worried about your retirement savings, take a deep breath. You’re not alone, and it’s never too late to turn things around. In this article, we’re exploring 10 actionable strategies to help you catch up on retirement savings after 40. #1 Assess Your… Continue reading Reclaiming Your Retirement: Catch Up on Retirement Savings after 40

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Categorized as 401(k) Mistakes, Retirement Mistakes

7 Most Common 401(k) Mistakes [What to Do Instead]

June 12, 2023 In 401(k) Mistakes, Retirement Mistakes There are common 401(k) mistakes we see investors making over and over again – from failing to rebalance to not keeping up with legislation.   The 401(k) is one of the biggest assets people have in retirement.  It’s not enough to think you’ll be ready to retire simply… Continue reading 7 Most Common 401(k) Mistakes [What to Do Instead]

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Categorized as Retirement Savings

Pros and Cons of a Roth 401(k): Key Differences and Tax Implications

June 5, 2023 In Retirement Savings When it comes to planning for retirement, choosing the right savings vehicle can make a significant impact on your financial future. Traditionally, 401(k) plans have offered tax-deferred contributions, but in recent years, the Roth 401(k) has emerged as an appealing alternative. With its unique tax advantages and considerations, understanding… Continue reading Pros and Cons of a Roth 401(k): Key Differences and Tax Implications