A$AP Finance

50/30/20 Rule

September 20, 2023 4:26 pm

In this month's A$AP, Chris & Kelly talk about using the 50/30/20 Rule to help with your budgeting. #budgeting #saving #savingmoney

PP&W Q3 2023 Markets & Economic Update

August 28, 2023 11:31 am

PP&W Q3 2023 Markets & Economic Update. Let us know if you have any questions. Contact our team at info@proplanwealth.com.

Debt to Income Ratio

July 10, 2023 9:00 am

This month we're talking about debt to income ratio which measures the amount of debt you have to your overall income. Do you know your number? #debttoincomeratios #debt

Pre-tax vs Roth 401(k) Contributions?

June 9, 2023 11:29 am

In this month’s A$AP, Kelly Eldridge, CPFA offers some thoughts to help with a common question: Should I contribute to my 401(k) with pre-tax or Roth contributions?

Have a question? Send us an email at retirementplans@proplanwealth.com

#401k #financialwellness #rothira #roth401k

Investing vs. Gambling – What are the Odds?

May 11, 2023 9:45 am

It has been said, "If investing feels like gambling, you are doing it wrong."

If you have avoided investing (or have anxiety around it) feeling like "it's just a gamble" let Kelly Eldridge dispel you of this concern in this A$AP Finance episode where she shares that with the proper context, and time horizon the odds are in your favor with investing!

#Investing #FinancialWellness #Odds #Gambling #FinancialPlanning

Protect Your Credit: FREEZE IT!

March 14, 2023 9:52 am

In this month’s A$AP, Chris shares a personal story from a friend of his who was a victim of identity theft and through that experience learned how to protect himself through freezing his credit. 

Questions? Send your questions to us at info@proplanwealth.com