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Stay Away From These 5 Retirement Planning Mistakes!

How to Talk To Your Parents About Their Finances

Must-Know Tips to Selling Your Business

Tax Changes for 2022

Protecting Your Estate for Your Family’s Future

401K Vs. IRA: What's The Difference

Saving for retirement is extremely important. You’re preparing for your golden years of enjoying life without working. However, during your retirement you are not receiving a paycheck, instead you are only living off of your...

How Do I Start Saving for My Kid’s Education?

When your kids are young, you’ll want to start saving for their future education as soon as you can. The cost of going to college is increasing every year. According to U.S. News, the average tuition for the 2019-2020 school year...

5 Ways to Save for Big Purchases

Are you looking into making a big purchase? This could be a new car, a boat, or even a house. Saving up for a big purchase is extremely important but you need to be smart about it. The way you save depends on your income, existing...

5 Tips for Reviewing an Early Retirement Offer

You’ve spent years planning and saving for your retirement. And then, out of the blue, your employer hands you an early retirement offer that could change everything. An early...

What Is Inflation?

What Is Inflation—And Why Is Everyone Talking About It? Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a long-dormant fear:...

Breaking Down Socially Responsible Investing

Breaking Down Socially Responsible Investing Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical and responsible — that they build...

Preparing Teens for Financial Adulthood

Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first time, there can be a steep learning curve when it comes to financial literacy, but...

Plan A's Kick Off for Success

Please enjoy some photos from a halftime competition Plan A helped sponsor at one of Lincoln Christian School's football games in October. Thanks to our newest team member, Brad Bryan for representing Plan A Wealth Management!

Race for a Vaccine

A U.S. drug company recently said that it’s in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year.1Great news. But it seems like every few days...

Election 2020: Managing Your Emotions

It’s a startling statistic.45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1Second-guessing your investment strategy is natural,...

Know your 401(k) options between jobs

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

Plan A Office Construction - October update

We are looking forward to the new home of Plan A Wealth management near the intersection of 84th Street and Highway 2, in the Spring of 2021. Stay tuned for additional updates and previews! Looking Northwest along Highway 2 from 84th...

Dow 30 Changes Its Starting Lineup

The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup.Salesforce.com, Amgen Inc.and Honeywell International Inc. have replaced Exxon Mobil Corp....

Systematic Withdrawals in Retirement

Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an...