Quarterly 401k Update
Learn about how we communicate with your Employees, via our Quarterly 401(k) Update and our Monthly Financial Wellness Series A$AP Finance.
50/30/20 Rule
In this month's A$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
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
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?
In this month’s A$AP, Kelly Eldridge, CPFA offers some thoughts to help with a common question: Should I contribute to my 401(k) with pre-tax or Roth contributions?
Have a question? Send us an email at retirementplans@proplanwealth.com
#401k #financialwellness #rothira #roth401k
Investing vs. Gambling – What are the Odds?
It has been said, "If investing feels like gambling, you are doing it wrong."
If you have avoided investing (or have anxiety around it) feeling like "it's just a gamble" let Kelly Eldridge dispel you of this concern in this A$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!
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