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What to do in uncertain times! ↓ The last few days have created a lot of uncertainty. Many folks will feel nervous, anxious, or even scared of the comings months. However, there is a select group of people who won't be... Here are the characteristics of people who will be far more comfortable in difficult economic conditions. - They took a serious look at their goals, dreams, and aspirations and began to ask themselves how they could get there (retirement, traveling, buying a home). - They are PROactive rather than REactive. Far before the uncertainty began, they did one important thing...They sat down with a professional to formulate a WRITTEN plan for their financial future. - They removed negative emotion from the picture. Your feelings cannot overrule facts. Being diligent and responsible with money sometimes means going through challenges. No journey is rewarding without difficulty.
What to do in uncertain times! ↓ The last few days have created a lot of uncertainty. Many folks will feel nervous, anxious, or even scared of the comings months. However, there is a select group of people who won't be... Here are the characteristics of people who will be far more comfortable in difficult economic conditions. - They took a serious look at their goals, dreams, and aspirations and began to ask themselves how they could get there (retirement, traveling, buying a home). - They are PROactive rather than REactive. Far before the uncertainty began, they did one important thing...They sat down with a professional to formulate a WRITTEN plan for their financial future. - They removed negative emotion from the picture. Your feelings cannot overrule facts. Being diligent and responsible with money sometimes means going through challenges. No journey is rewarding without difficulty.
It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!
It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!
Do you understand the significance your benefits can have on your finances?? Understanding and utilizing employee benefits and can be a complicated task... Here are some of the questions you need to answer when electing your benefits. If you don't know how to answer them, let's have a conversation to figure what's best for you. 💸 Retirement Savings: Does my 401(k) have a ROTH option? Or is the Pre-tax contribution better for me? How we answer these questions can dramatically change your tax burden both now and into retirement! 🏥 Health Insurance: How do I choose between a PPO vs. HDHP? What are the differences and advantages to them? This decision will GREATLY impact the costs you incur for insurance, and will determine your deductible. 🌴 Vacation and PTO: How much PTO do I get? Paid time off isn’t just for fun – it’s essential for your health and productivity. Know how much you get, and how it works – use it wisely! 🎓 Education Assistance: Do I want to further my education? Many companies offer tuition reimbursement or student loan assistance. This can reduce your debt load significantly. EXTRA TIP!! 💰 Employee Discounts: Don’t forget to use those discounts on everything from gym memberships to travel. Every little bit helps!
Do you understand the significance your benefits can have on your finances?? Understanding and utilizing employee benefits and can be a complicated task... Here are some of the questions you need to answer when electing your benefits. If you don't know how to answer them, let's have a conversation to figure what's best for you. 💸 Retirement Savings: Does my 401(k) have a ROTH option? Or is the Pre-tax contribution better for me? How we answer these questions can dramatically change your tax burden both now and into retirement! 🏥 Health Insurance: How do I choose between a PPO vs. HDHP? What are the differences and advantages to them? This decision will GREATLY impact the costs you incur for insurance, and will determine your deductible. 🌴 Vacation and PTO: How much PTO do I get? Paid time off isn’t just for fun – it’s essential for your health and productivity. Know how much you get, and how it works – use it wisely! 🎓 Education Assistance: Do I want to further my education? Many companies offer tuition reimbursement or student loan assistance. This can reduce your debt load significantly. EXTRA TIP!! 💰 Employee Discounts: Don’t forget to use those discounts on everything from gym memberships to travel. Every little bit helps!
Changing jobs and not sure what to do with your 401(k)? Here are some things to consider before making any decisions: https://bit.ly/3xe6tRi. If you'd like to discuss what options would be the best fit for you, let's connect.
Changing jobs and not sure what to do with your 401(k)? Here are some things to consider before making any decisions: https://bit.ly/3xe6tRi. If you'd like to discuss what options would be the best fit for you, let's connect.
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.