Quarterly 401k Update
Learn about how we communicate with your Employees, via our Quarterly 401(k) Update and our Monthly Financial Wellness Series A$AP Finance.
50/30/20 Rule
September 20, 2023 4:26 pm
In this month's A$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 …