Balancing the Books and the Mind
Financial stress can take a toll on both our mental and physical health, so incorporating financial planning into your self-care routine can lead to a more balanced life.
Jul 01, 2024
National Self-Care Day is the perfect time to reflect on how we care for ourselves. While self-care often conjures images of spa days, exercise, and mindfulness, an important but often overlooked...
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Choosing the Best Employee Benefits Package: 5 Essential Components
Here are the top five things to look for in an employee benefits package - including workplace retirement plans.
Apr 04, 2024
April 6th is National Employee Benefits Day. Not only is it a great opportunity to recognize the people who administer employee benefits, it’s an opportunity to evaluate the most valuable components...
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Tips for a Financially Savvy New Year
Here are five quick tips for making financial New Year’s resolutions!
Dec 18, 2023
Creating intentional and manageable financial goals for the new year is an excellent way to make every dollar count. Here are five quick tips for making financial New Year’s resolutions: Create...
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Planning for Adoption Finances
Adoption is not just a personal journey—it can also be a financial one.
Nov 13, 2023
November is National Adoption Month The decision to adopt a child is a profound and rewarding journey that transforms lives. But it’s not just a personal journey—it can also be a...
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What should you do with an unexpected windfall?
The 6th Grade Advisor offers his strategies for maximizing an unexpected windfall.
Nov 09, 2023
On a Saturday morning in our neighborhood café, my husband mentioned that he’d earned an extra thousand dollars completing some extra work at his job. My 11 year-old son quickly perked...
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Bearing Through A Bear Market
Oct 21, 2022
Have you looked at your retirement account recently? If you have, I’ll bet you looked at your account balance and thought, “Why is my account balance less than it was at...
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Setting up your HSA Contributions
Feb 10, 2020
If you have a high deductible health plan, chances are you also considered a Health Savings Account (HSA) to help pay for out-of-pocket healthcare costs. Open enrollment has come and gone,...
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New Year Planning
Jan 02, 2020
I usually start these blog posts with a cute little antidote about my family, a friend or even my dog. This one is missing that component, so I hope that’s not...
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What My Dog Can Teach You About Compounding
If you’re saving for retirement with each pay, it might not seem like it will amount to much. But, keep filling your account up, give it some time to compound and when you turn the corner, maybe you too might end up with a birdbath full of retirement assets!
Apr 11, 2019
When my dog was just a puppy, I spent a rainy afternoon training him on commands. It was around Easter, so to keep his interest, he’d sit while I filled 3*...
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Risk Tolerance and Reaction to Past Market Volatility
In the markets, we had a negative 2018 but started off with strong January 2019 performance. Frankly, I’m a little disappointed about the 2008 data dropping off the fact sheets. Why am I sad to see those numbers go away? Because, I like to use them to gauge a participant’s ability to tolerate risk.
Feb 11, 2019
Even a groundhog can’t predict the future It’s February 2019. Most of us have probably broken or revised our New Year’s resolutions by now. After a few brutally cold days, the...
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