Are you and your employees getting their money’s worth?

Quarterly 401k Update

Learn about how we communicate with your Employees, via our Quarterly 401(k) Update and our Monthly Financial Wellness Series A$AP Finance.

Top 2 Factors to Consider When Asking "How Long Will My Retirement Money Need to Last?"

June 12, 2024 3:40 pm

Learn the top 2 factors involved when asking how long your retirement money needs to last. Let us know if you have any questions. Contact our team at info@proplanwealth.com.

#retirement #financialplanning #financialwellness #buildingwealth #money #retirementstrategy #networth #retirementplanning

The Debt Snowball – A Better Way

May 21, 2024 3:24 pm

Paying off debt is great, but are you also building assets at the same time?

#payoffdebt #financialplanning #financialwellness #buildingwealth

Dollar Cost Averaging

March 20, 2024 9:57 am

Riding on the coattails of last month’s topic of volatility, let’s discuss how to minimize the impact of volatility by something called dollar cost averaging.
#401k #planning #financialplanning #volatility #dollarcostaveraging #retirement

Let us know if you have any questions. Contact our team at info@proplanwealth.com.

Market Volatility is Normal

February 13, 2024 5:03 pm

While none of us enjoy a downturn in the market, volatility is normal. With the right perspective and some time on your hands, there can be some positivity within this negativity!

#market #marketvolatility #financialwellness #financialplanning #financialeducation

401(k) New Contribution Rates 2024

January 12, 2024 11:01 am

The IRS released the new retirement contribution rates for 2024. Time to increase our savings!
#retirement #savings #savingmoney #401k

Holiday Checklist: Beware of Credit Cards

November 21, 2023 10:23 am

For many of us, the holidays mean good meals, great memories… and extra spending! Consider the tips in this ASAP Finance to keep your financial priorities in check at this time of year.

#FinancialWellness #HolidayTips #budgetholiday #financialplanning #Holidays #CreditCards

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