Savings

Creating Savings Buckets Helps You Reach Your Goals
While saving is a critical aspect of your financial future, it's important to make sure you are doing this efficiently. Creating buckets for your different short and long term goals can positively impact your ability to hit your target
Magda Doemeny, CFP®
21 Jul
"Re-Work” your Federal Student Loans Without a “Refi”
The main question planners get about student loans is whether clients should refinance. In many cases we can look within the federal student loan system before looking to refinance. We will discuss those options in this article
Magda Doemeny, CFP®
8 Jul
Non-Deductible IRA to Roth Conversion
If you've heard of a "Backdoor Roth" and wondered what that is and if it's right for you, you're not alone. This article discusses how and why to utilize this unique retirement strategy.
Heather Comella, CFP®
24 Jun
Traditional vs. Roth Retirement Accounts
What is the difference between a Roth and a Traditional account? It's important to understand how to utilize each of these correctly as part of your retirement strategy.
Heather Comella, CFP®
24 Jun
Is it Better to Buy or Lease Your Next Car?
If you're in the market for a new car the standard questions always comes up: Should I buy or lease? This article walks through the financial impacts to each of these decisions.
David Barta, CFP®, CFA®
24 Jun
How to Manage Your Savings: 50/30/20 Rule
Everyone's financial situation is different, yes. For many, however, there are general savings guidelines that can help you hit your long term goals if you can stick to it. We will dive into those guidelines here.
Magda Doemeny, CFP®
24 Jun
Building an Emergency Fund
Everyone should have money set aside in cash for a rainy day. Everyone. If something happens to you or if you lose your job this will help maintain your lifestyle. Learn more about this critical fund in this article.
Magda Doemeny, CFP®
24 Jun

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