Tag: Smart money choices

  • Stop Shortchanging Your Retirement for Student Loan Payments (Your Employer Can Pick Up Some of the Tab)

    Stop Shortchanging Your Retirement for Student Loan Payments (Your Employer Can Pick Up Some of the Tab)

    Balancing near and long-term priorities shows up every day in money management. However, opportunities for doing more of what matters to you are all around. Say you’re working a full-time job, paying off student debt, and still wanting to plan for the future wisely. For many student loan borrowers, the Securing a Strong Retirement (SECURE) 2.0…

  • Cut Spending Without Feeling “Pinched”

    Cut Spending Without Feeling “Pinched”

    That chill in the economy and air, may signal it’s time to think through your spending habits.

  • Healthcare Decisions to Preserve Wealth

    Healthcare Decisions to Preserve Wealth

    Medical debt is prevalent in the U.S. Nearly 1 in 10 (9%) owe at least $2,000, according to a recent KFF analysis, and 3 million owe more than $10,000. Here’s a simple opinion: You must get a handle on your plan for handling medical costs. Don’t wait until you have to figure it out. Start…

  • “It Depends”

    “It Depends”

    Integrated personal, professional, and financial decision-making is the best approach to establishing your focus each year. It may be that opening a Roth IRA is the best route for you. Or it may be you need a different path toward your goals, based upon your current situation, values, and goals.

  • The Magic of Financial Decisions Over Time

    The Magic of Financial Decisions Over Time

    Magic with money, is just someone spending more time deciding how to best use their financial resources than anyone else might reasonably expect. Personal, professional, and financial success is not accidental, but the result of spending more time than others consider reasonable. How you manage your money is one of the principle ways of expressing…

  • 3 Ways Your Values Help in Financial Decisions

    3 Ways Your Values Help in Financial Decisions

    Personal values determine behavior more than most of us realize. When we connect our values to our decisions, we give ourselves the option to craft meaningful choices that support long-term personal, professional, and financial growth. How we manage our money is one of the principal ways we express our values. Here are three ways your…