by Judith Ackland | Sep 30, 2016 | Retirement
Is your planned retirement five to 10 years away? If so, you may want to consider taking the following steps between now and your retirement date. Develop your retirement spending plan. Start with your current spending plan. Mortgage or rent Debt payments Utilities...
by Judith Ackland | Sep 23, 2016 | Education, Retirement
In recent weeks, we have talked about two big types of saving goals — retirement and college. For many folks, these two goals can compete with each other. Before college, the decision about which goal to maximize usually falls on the parents. Many parents give college...
by Judith Ackland | Jul 8, 2016 | Consumer, Retirement
We have talked in the past about health savings accounts and how they can help you save on medical expenses and on taxes. Health savings accounts provide the user with triple tax benefits. When you contribute money to the account: You receive a tax deduction. The...
by Judith Ackland | Apr 29, 2016 | Retirement
When we think about retirement, whether it’s a long time in the future or just a few years down the road, we usually think about money and whether we will have enough money to live on. Some of us also wonder if there will be any Social Security payments during our...
by Judith Ackland | Mar 18, 2016 | Consumer, Financial Education, Retirement
Is debt weighing you down? Is your money gone before the month is over? We have the solution for you! We will be having workshops again in April. On April 16 at 10 a.m., you’ll learn how small changes can help you get out of debt. It’s all about being aware of your...