What do I do with my money? Developing a savings plan to fund your goals

What do I do with my money? Developing a savings plan to fund your goals

Overview New to personal finance? Nicole Offerman and Rachel Moran can help you determine what to do with your money! Watch this webinar to learn more about the following: Identifying your priorities and time horizon Determining the required contribution needed to meet your goals Understanding the different types of accounts Developing a spending plan Determining […]

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What do I do with my money? Developing a savings plan to fund your goals
Couples Combining Finances

Couples Combining Finances

Joining finances represents a critical juncture for financial decision making that has a lasting impact on a couple’s future financial position and impacts the future stress and tension money can have on a relationship. Here are considerations for couples combining finances . Sharing a Macro Perspective (Seeing the Same Big Picture): Money. It’s one of […]

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Couples Combining Finances
Millennials: Four “Must Do’s” in Managing Your Finances

Millennials: Four “Must Do’s” in Managing Your Finances

You recently graduated from college – you have your shiny new degree, a great job and are ready to tackle the world.  Congratulations!  Now is the perfect time to think about the best way to manage your newfound income.  Maybe you’re living on your own and need help navigating your expenses. Perhaps you’d like to […]

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Millennials: Four “Must Do’s” in Managing Your Finances