Wednesday, March 22, 2023
Just as you routinely do maintenance on your vehicle, home, and personal health, your finances need routine check-ups too. A quarterly financial review can give you an accurate understanding of your financial wellness and give you the...
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While you’re busy running your own business, you may push saving for retirement to the backburner. Regular full-time employees typically have employer-sponsored plans that they contribute to each paycheck. As the business owner,...
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Monday, January 30, 2023
2023 is a great opportunity to take the time and opportunity to give back to others in your community. There are many different ways to give back so you can choose an option that you enjoy and works best for you. Continue reading for 3...
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Thursday, December 22, 2022
One of the integral components of the holiday season is giving. The holidays are the perfect time to give back to your loved ones and your community and spread holiday cheer. More people are in need this year more than ever due to the...
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Monday, November 28, 2022
While planning for retirement, your main focus is contributing funds to your accounts to build your nest egg. However, there are several different factors that need to be revisited throughout your decades of retirement planning. Below...
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Tuesday, October 25, 2022
Throughout the journey of homeownership, the opportunity may arise to refinance your mortgage. Refinancing your mortgage can save you money in the long run by reducing your interest rate or lowering the timeline of your mortgage....
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Thursday, September 15, 2022
Along with the new addition to your family will come financial changes. Not only do you have to adjust to being a new parent, but you also have to adjust to your new financial situation. In 2015, the U.S. Department of Agriculture...
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Tuesday, August 30, 2022
Everyone makes mistakes, but when it comes to retirement planning, many mistakes can be avoided. These mistakes can be extremely costly and ruin years, even decades, of work you’ve put into saving for retirement. Below are 7...
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Many parts of your life change once you hit retirement, including how your income is taxed. Income taxes could easily become one of your largest expenses in retirement if you do not plan strategically. Continue reading to learn more...
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Friday, June 24, 2022
Living off a fixed income in retirement can be difficult. How do you live out your golden years to the fullest when you have to make sure you aren’t living beyond your means? Below we discuss how to balance spending and saving in...
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Wednesday, November 24, 2021
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...
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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...
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Friday, September 24, 2021
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...
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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...
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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:...
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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...
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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...
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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!
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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...
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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,...
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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...
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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...
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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....
Read MoreMany 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...
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