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 …