Creating a budget is an important part of meeting your financial goals. But when you first sit down to make a budget, how do you prioritize which goals are the most important?

See how you can identify which parts of your budget matter most.

#financialplanning #householdbudget

Somewhere along your road to retirement, you should pull to the side and look at your “map.” Will your road to retirement be a smooth one or filled with potholes? How far down the road is your retirement and have you packed enough financial resources to last the journey?

Regardless of your current location, it’s important to recognize that the road to retirement is constantly changing. In fact, the financial bags you’ve packed may only take you so far.

#retirementplanning #financialplanning #financialtips

Traditionally, women have been the caretakers of both the older and younger generations of their families. But providing care for family members is becoming increasingly difficult, as doing so may require a leave of absence from work and drain one’s bank account.

Such income disruptions greatly affect a woman’s ability to save money, plan for retirement, and maintain financial security. In addition, older married women often provide care for their elderly husbands. But who will help you when you require assistance?

#financialindependence #financialplanningforwomen

Buying a home is a big decision. The cost of the home isn't just about the monthly mortgage payment—there are other factors to watch out for.

Learn more about the true cost of purchasing a home and seven hidden costs you should consider.

#mortage #propertytaxes #privtatemortageinsurance

As more of us are becoming part of the WFH Movement (working from home) during the COVID pandemic, the real estate landscape is undergoing some fundamental changes. The big cities no longer occupy the top of anyone’s hottest housing markets list. In fact, it’s the smaller, more affordable parts of the country topping the list of the country’s most desirable real estate markets.

Are you considering relocating due to a permanent work from home agreement with your employer?

#WorkFromHome #RealEstateMarket

This month during National Financial Planning Month, it is the perfect time to consider the benefits of finding a trusted financial advisor.

Check out these five tips to finding an advisor who understands you and your family.

#NationalFinancialPlanningMonth #FinancialPlanners

It's never too late to start managing your money. Improve your financial health by following the budget tips in this checklist.

#financialtips #startsavingnow #financialgoals

Many parents are preparing to send children off to school this fall. While the checklists grow and the kids soak in the last few minutes of summer break, it’s important to remember college planning and back-to-school shopping. While getting an education can be difficult at times, paying for it can feel like climbing up an unending hill. More and more adults are going back to school, so this doesn’t just apply to kids.

#529plans #backtoschool2021 #inflation

The time to begin planning for your financial future is now.

When it comes to preparing for retirement, the earlier you start, the better. These 7 steps can help you achieve objectives such as increasing savings and realizing your retirement income goals.

#retirementplanning #financialtips

If you’re saving for your child’s higher education, you probably have a lot of questions besides “When did college get so incredibly expensive?” One popular savings tool that might puzzle you the most is the 529 Plan.

Our advisors can help you determine how a 529 Plan could work for you and your loved ones.

#529plan #collegeexpenses #collegesavings

Saving for retirement in today's economy can be a monumental challenge. This is especially true if you've just finished paying for your children's college education. But, you can control your financial future by identifying your retirement needs, setting up a retirement savings goal, and making wise investment decisions now.

Small businesses owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise.

#smallbusinesses #personalfinances

If you haven’t started a financial plan, you’re not alone. A recent survey shows big disconnects between what Americans know they should do financially and what they actually do: while 58% of respondents believe their money planning needs improvement, a third have taken no steps toward such plans.

#financialplanning #omahanebraska

If you are like most parents, you will wrestle with this question: which is more important – my own retirement or my child’s education? And as you think about that question, you’ll be flooded with a lot of emotion. Shouldn’t I be thinking of my child’s future first? Or should an investment in me be the best thing I can give my child?

Since there is no one-size fits all answer, it is best to discuss with your financial advisor the right decision for you and your family.

#CollegeSavings #RetirementSavings

Your credit score can open or close many doors. Read this article to learn how credit scores work so you can build a foundation for a solid financial plan.

#creditscore #financialplanning

August is National Wellness Month, an entire month where we can focus on self-care, managing stress and promoting healthy routines on our way to a lifetime of wellness. And while we all intuitively know that simple, daily actions can have a big impact on our health, sometimes a few reminders can prove helpful.

#financialwellnessmonth #financialplanning #wellness

Learn about the various succession and retirement options that small business owners need to consider when planning for their future.

#SuccessionPlanning #Retirement #SmallBusinessOwners

It's never too early to start planning for your child's college fund. Learn about the variety of savings vehicles that are available to help fund your child’s education.

#529 #RothIRA #SavingsAccounts #Trusts

Young adults born between 1981 and 1996, the Millennial Generation, face a variety of challenges in their quest for financial security – especially those preparing to get married. Some of these challenges are similar to those faced by previous generations, while others are unique to the times.

If you are of the Millennial Generation “on your way to the altar,” here are some financial tips to help you manage your money and plan for the future for you and your future spouse.

#financialplanning #millennialgeneration

It’s Friday! Which means it is time to relax and look forward to a fun weekend. But before you rush off to your favorite shopping spot, check out these four tips to reduce your expenses, curb your consumption, and STILL HAVE FUN.

#WeekendPlans #BudgetYourSpending