Funding the Cost of College
It’s no surprise that college tuition is undeniably expensive by most measurements and it’s not getting any cheaper. Communicating the reality of the...
Tag: Saving
How To Manage Lifestyle Creep
Lifestyle inflation, also known as “lifestyle creep”, is that slow but steady creep of spending more over time on luxury items and things that go beyond...
Saving for a New Home Purchase
2020 was an unprecedented year in recent memory to say the least. The pandemic drove a number of trends, including younger Americans storing away cash...
6 Steps To Create A Zero-Based Budget
In the finance world, we often talk about the need for a budget and how it’s the foundation of any financial plan. However, financial professionals...
The 5 Biggest Mistakes Millennials Make with Money
Our generation is notorious for not being so financially savvy. It’s up to us to change the game. So, what can we learn from the 5 biggest mistakes...
The Basics of the Traditional IRA
By Mack Bekeza, CFP®
Hopefully, you enjoyed my piece on Roth IRAs, but what about Traditional IRAs? Don’t people ask me about those too? Well yes, they...
How Can You Prepare for being Furloughed or Laid off?
By Mack Bekeza, CFP®
With multiple states beginning to “reopen” their economies, many are worried about the possibility of being furloughed...
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