by Gretchen Behnke, MBA, CFP®, RLP®
U.S. stocks had their worst September since 2002. Here’s what’s contributing to recent stock market volatility and what it may mean for long-term investors. As we enter the final quarter of 2022, it appears investors are increasingly losing confidence in the Fed’s...
by Gretchen Behnke, MBA, CFP®, RLP®
With so many competing financial goals, should you wait to donate to charity until later in life, when you have plenty of disposable income? The standard advice is to shore up your financial plan first: maintain your budget, keep a solid emergency fund, and add to...
by Gretchen Behnke, MBA, CFP®, RLP®
When you change jobs or become self-employed, what should you do with your 401(k) at your previous employer? Technically, you have four options: leave it in the old plan, cash it out, move it into a new 401(k) plan, or roll it over to an IRA. Often, a rollover to an...
by Gretchen Behnke, MBA, CFP®, RLP®
What if, instead of looking forward to retirement, you created a life you don’t want to retire from? Retirement planning is important. But the idea of this line in the sand at age 65 (now 67) where you cease to be productive is “not applicable” in many cases. The...
by Gretchen Behnke, MBA, CFP®, RLP®
As you save money into your kid’s 529 plan each month, do you ever wonder: How do I get the money out to pay for college? Even if your child is not ready to start college yet, you may have some fleeting anxiety about accessing your funds. Here are some answers to ease...
