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.

Market Volatility is Normal

February 13, 2024 4:03 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 10:01 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 9:23 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

50/30/20 Rule

September 20, 2023 3:26 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 10:31 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 8:00 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

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