Jul 20, 2020 | Amy Michaels, Money Stress, Retirement Plan
How much should I keep in my savings account?We hear this question all the time whether someone is wondering what the goal amount is they should be working toward building up in their savings account or wondering if they have too much in their savings account and...
Jul 15, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
Do you pay for financial advice? You probably do if you work with a financial advisor or anyone who sells investments or other financial products. Regardless, I am more interested in why are you paying for advice? How do you know if you are getting your money’s worth?...
Jul 10, 2020 | College Planning, Investment Management, Money Stress, Retirement Plan
In this presentation, Ryan Seymour, a financial planner with S.E.E.D. Planning Group, describes the foundational pieces in building a financial plan. Getting started can be overwhelming. We hope this video can help you understand the key aspects needed to help you on...
Jun 30, 2020 | College Planning, Money Stress
Part 2 of this presentation focuses on strategies for paying off your student loans.We will cover the following key areas:1. Your student loan repayment options2. Balancing student loan repayment with other goals3. Other things to be aware of: – The CARES Act...
Jun 25, 2020 | College Planning, Money Stress
Part 1 of this presentation focuses on saving for college. Sometimes just thinking about planning to pay for college for a child or relative can be daunting and overwhelming. We believe it is best to break down a college savings plan into four main questions, which we...
Jun 1, 2020 | Money Stress, Retirement Plan, Travis Maus
The SECURE Act, passed into legislation in December 2019, changed longstanding retirement account rules. One of the most significant changes involves the elimination of the right to “stretch” required distributions from inherited retirements accounts...
