Tag Archives: finance 101
Financial Priorities in Your 50s: Fine-Tune Your Retirement Plan
Retirement begins to feel closer in your 50s, which is an important time to focus on your retirement goals.
Financial Priorities for Your 40s: Build Wealth and Plan for Retirement
Much like your 30s, your 40s are often busy and filled with competing financial priorities. By now, you likely have your financial basics covered, so you can refine your plan and focus on your most important goals. This is also…
Would You Pass This 8-Question Money Quiz?
If I told you there is an eight-question quiz that tested your financial knowledge, how do you think you would score? According to a recent study from the TIAA Institute and the Global Financial Literacy Excellence Center (GFLEC), only 5%…
Your New Year Financial Checklist
Now is a natural time for reflection. Use this New Year Financial Checklist to ensure the key parts of your financial plan stay aligned with your life and goals.
Kids & Money – Allowance
By: Mary E. McCraw, CFP® Teaching basic financial concepts early can minimize common but costly financial mistakes kids often make when they leave home. Mistakes happen, but a mistake with a $200 clothing allowance is not nearly as devastating as…
Kids & Money – Preparing For Baby
By: Mary E. McCraw, CFP® I am in the phase of life where it seems like everyone I know is having babies. Organizing your financial life in the midst of showers and preparing for maternity leave can feel daunting. Yet,…