Step outside of your comfort and make reviewing your finances a priority.
The Power of Simplicity
Many times, people hear about new and exciting strategies and think these new strategies are their ticket to financial success. However, many times taking simple steps can lead to just as much success and be much more sustainable in the long term.
Vacant House: What you see isn’t the whole story
What you see on the outside doesn’t explain all the behind-the-scenes work going on…this includes all the financial prep behind living a good life.
Netflix and…. Plan?
Do you have a plan in place if the unthinkable happens?
A Very Merry Unbirthday, To You. And Me.
59 ½ is a big age for retirement savers. Once reaching 59 ½, participants in qualified retirement accounts (401k, IRAs, etc.) may withdrawal funds penalty-free.
Summer Vacation
Planning a trip or vacation actually has a lot of parallels to building a financial plan.
How much ____?
As a financial firm, we work with “how much” questions all the time. As a team with life insurance expertise, one ‘how much question’ we hear quite often is, “How much life insurance coverage does my family need?”
A Case of Mistaken Identity…
Here at Plybon and Associates, we pride ourselves on taking the big picture into account and always make sure that we are helping YOU reach YOUR goals.
Tick-Tock. Tick-Tock.
As with all investing, the most valuable ingredient of a 529 is time. Time to let it grow, and time to defer the taxes. You may not be able to stop time, but you can take advantage of it.
Adventures of a New Homeowner – Recap
Note: We hope you’ve enjoyed our 5-part series on dos and don’ts of owning a new home and how the bumps along the way help prepare us for the future…so similar to planning ahead financially.