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06 Sep Mortgage Rates 20 year high
Posted at 11:21h
in Financial Goals, Financial Wellness, Life Transitions, Saving/Spending, Starting, Growing a Family
You can’t control mortgage rates, but there is plenty you can control about your home purchase! Are you like me feeling like you missed the boat on buying a home when mortgage rates were lower? Well, here is a little history lesson on mortgage rates...
24 Sep Avoiding ‘Spaving’ and Stay On Track with Your Financial Goals
What is Spaving? I got home from my weekly grocery shopping trip and my daughter asks me in that “all knowing teenager” look “Mom, why did you buy 2 cantaloupes when it’s just us?” At the time, it seemed like a great deal; It was...
23 Aug What is a Custodial Roth IRA and Should I Open One for my Child?
Posted at 15:53h
in Education, End of Year Planning, Financial Goals, Financial Wellness, Investing, Saving/Spending, Starting, Growing a Family
A Custodial Roth IRA is a type of Roth IRA that a parent or guardian opens on behalf of a minor. This account is an excellent way to jumpstart your child’s retirement savings, offering them the advantage of tax-free growth over many years. By starting...
06 Jul Chalk Talk: Build Your MoneyGuide Pro Financial Plan Skills
Posted at 12:44h
in Chalk Talk, Education, Financial Goals, Financial Wellness, Life Transitions, Saving/Spending, Webinars
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 7-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How: Zoom Meeting, Exclusive for Current Clients Email us for the recording! Build Your MoneyGuide Pro Financial Plan...
30 May How to Keep Your Identity Safe Online
With all of the exponential advancements we are seeing in technology, it is important to proactively protect your identity, and these are a few easy ways to do that and save yourself the time and headache of trying to untangle the mess it can...
