Category Archives: Planning Tips and Goals

Sudden Wealth Syndrome – Can It Be Cured?

If having more money solved financial woes, then younger generations should be secure, right? In the next 30 years, $36 trillion is expected to pass from one generation to the next. However, squandered money has become so common that a … Continue reading

Posted in Planning Tips and Goals | Comments Off on Sudden Wealth Syndrome – Can It Be Cured?

How You Can Adjust Your Thrift Savings Plan During COVID-19

COVID-19’s disruptions offer both challenges and opportunities – business shifts, where we work, how we spend our time and money, among others. Some of these are temporary but others are longer term. This article’s focus is on the planning opportunities … Continue reading

Posted in Planning Tips and Goals | Comments Off on How You Can Adjust Your Thrift Savings Plan During COVID-19

Planning Tips for Parents of the Class of 2020

We are taught to expect the best, plan for the worst and prepared to be surprised. And we learn that success and sanity often depend on how we react, respond and adjust to those surprises. Many are facing new challenges … Continue reading

Posted in Planning Tips and Goals | Comments Off on Planning Tips for Parents of the Class of 2020

Class of 2020 – Tips for Success Despite COVID-19 Hurdles

Students attending the Pittsburg Institute of Aeronautics (PIA) typify the opportunities of advanced education and the challenges of our times. Forbes ranked PIA as the nation’s top two-year trade school in 2018, and the median salary ten years after school … Continue reading

Posted in Planning Tips and Goals | Comments Off on Class of 2020 – Tips for Success Despite COVID-19 Hurdles

Class of 2020 – Planning Opportunities for Students and Parents

Life has many major milestones and one of those is graduation. Usually during this time of year, families are preparing for the celebrations to come. They’re ready to sit in hard-bottom chairs under the hot sun, to scream war hoops … Continue reading

Posted in Planning Tips and Goals | Comments Off on Class of 2020 – Planning Opportunities for Students and Parents

Your Business in a Post-Coronavirus World

Along with economic recovery plans, there comes some relief. However, every business owner can be confident in one thing – we live, work and manage uncertainty. As a “new normal” emerges, developing a post-pandemic business plan is paramount. We’ve seen … Continue reading

Posted in Entrepreneurs, Planning Tips and Goals, Small Business Owners | Comments Off on Your Business in a Post-Coronavirus World

Three Actions to Take in Your 401(k) Plan for COVID-19

In the last weeks, millions of Americans have lost their jobs and there are growing concerns of a recession. Although we need to stay vigilant of our physical and financial health, we need to focus on what we can control. … Continue reading

Posted in Planning Tips and Goals, Retirement Planning | Comments Off on Three Actions to Take in Your 401(k) Plan for COVID-19

Common Financial Questions Amid Coronavirus

Life’s a roller coaster and periodically, events occur that disrupt everyday life, business and markets – and it’s advisable to get help in navigating them. COVID-19 (Coronavirus) continues to spread and its impacts are significant. Aggressive efforts are underway to … Continue reading

Posted in Planning Tips and Goals | Comments Off on Common Financial Questions Amid Coronavirus

Should I Revisit My Investment Portfolio Amid the Coronavirus Pandemic?

The Coronavirus pandemic is a main topic of conversation whether you’re at work, with friends or at a family dinner. And while there’s plenty of speculation of how it began or when it will stop, there are concerns of deceleration … Continue reading

Posted in Planning Tips and Goals | Comments Off on Should I Revisit My Investment Portfolio Amid the Coronavirus Pandemic?

6 Smart Ways to Make the Best Use of Your Tax Refund

When tax season comes around – one of the most common questions on a taxpayers’ mind is whether they’ll get a tax refund or owe the Internal Revenue Service (IRS) money. This year, the IRS expects around 150 million individual … Continue reading

Posted in Personal Financial Planning, Planning Tips and Goals | Comments Off on 6 Smart Ways to Make the Best Use of Your Tax Refund