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7 Retirement Planning Myths: Separating Fact from Fiction for a Comfortable Retirement

7 Retirement Planning Myths: Separating Fact from Fiction for a Comfortable Retirement

by Meredith Schiele | Jan 8, 2024 | Financial Wellness

As you are looking toward the road ahead, you may quickly find that planning for retirement is among the top assets to plan for to secure a future without having to work forever. There are several myths surrounding retirement planning. Here are seven of those top...
Financial Review: Steps to Assess Your Financial Progress and Set Goals for the Upcoming Year

Financial Review: Steps to Assess Your Financial Progress and Set Goals for the Upcoming Year

by Meredith Schiele | Dec 14, 2023 | Financial Wellness

As 2023 draws to a close, it is time to prepare for 2024. Part of that preparation means assessing your financial progress and setting new goals. Whether setting goals to be completed by the end of the next year or setting up more long-term goals, it is crucial to...
Planning for Irregular Income: Managing Financial Health When Your Income Is Variable

Planning for Irregular Income: Managing Financial Health When Your Income Is Variable

by Meredith Schiele | Nov 7, 2023 | Financial Wellness

Managing your income and expenses is always important, but it can be a bit harder when your income isn’t the same every month. It may be feast-or-famine, or there may just be enough fluctuation to make it more difficult to make financial plans. If you’re not on a set...
What is Giving Tuesday and how are we participating this year?

What is Giving Tuesday and how are we participating this year?

by Meredith Schiele | Oct 31, 2023 | Financial Wellness

After Thanksgiving, there are a series of days that highlight the Holiday season, like Black Friday and Cyber Monday. Giving Tuesday sounds similar to these special dates, but it has a very distinct focus. Instead of offering special deals and sale prices to encourage...
Fall Financial Cleaning: Tips for reviewing and refreshing your financial goals and strategies

Fall Financial Cleaning: Tips for reviewing and refreshing your financial goals and strategies

by Meredith Schiele | Oct 11, 2023 | Financial Wellness

How often do you review and refresh your financial goals and strategies?  Planning your finances during the Fall before the busy holiday season reduces the risk of blowing over money due to increased spending. Going into the holidays with a financial plan also helps...
The Power of Compound Interest: How Your Money Can Multiply Itself

The Power of Compound Interest: How Your Money Can Multiply Itself

by Meredith Schiele | Sep 11, 2023 | Financial Wellness

Imagine a small seed that you plant in your backyard. You water it diligently and tend to it with care. As time passes, that seed grows into a magnificent tree, providing shade, beauty, and possibly even fruit. Now, let’s apply this concept of growth to your...
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