by Fehrman | Jun 27, 2024 | Market Update, Financial Planning, Markets and Investing
As with every election year, everyone is trying to figure out who has the edge in the Presidential race. Currently, President Trump has a 1% lead. Betting markets show a tossup, but reality is that we are a long way from decision time. For the right side you will see...
by Fehrman | May 17, 2023 | Estate Planning, Financial Goals, Financial Literacy, Financial Planning, Markets and Investing, Money and Children, Personal Planning, Retirement
Finances can be a tricky topic. Some people are more comfortable discussing money than others. But when it comes to your estate plan, it’s important your loved ones understand your wishes. A discussion to share your plans is the first step. We have some tips you can...
by Fehrman | Dec 20, 2022 | Financial Goals, Financial Planning, Personal Planning, Retirement
Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here’s a set of resolutions that can...
by Fehrman | Sep 9, 2022 | Financial Goals, Financial Planning, Investing Women, Markets and Investing, Personal Planning, Retirement
What is a 401(k)? A 401(k) is an employer sponsored retirement plan offered by many companies. Upon reaching eligibility, an employee can choose to contribute a portion of his or her compensation into the 401(k). Often times, an employer will offer a match for...
by Fehrman | Aug 8, 2022 | Financial Planning, Money and Children, Single Parent
As kids head back to school this August, many people turn their attention to saving for their child or grandchild’s education. A popular way to do that is through a 529 Plan. Let’s explore what a 529 plan is and its advantages and disadvantages. What is it? A 529 plan...
by Fehrman | Jul 15, 2022 | Estate Planning, Financial Planning
While a morbid topic, estate planning is a key part of any financial plan as it ensures that your property and assets are given to the correct individuals once you have passed. It is a common misconception that estate planning is only for the ultra-wealthy. However,...
