In this weeks edition of Monday Morning Quarter-Buck, Financial Planner Kerrie Beene, CFP® discussed building wealth by keeping your spending “in control.” We all have busy lives and often do the “next thing” that is needed without realizing how much that is actually costing us.
I am a self-help junkie. I love reading self-help books, listening to podcasts, watching you-tube videos, and following a lot of influencers on social media. I could write a really long post telling you all about some of the great things I have learned and things that have changed my life for the better. But instead, I want to list 3 of the biggest things that have truly helped me change for the better.
The U.S. House of Representatives recently passed the “Secure Act” legislation and it’s widely expected to move forward in the Senate. In part, the legislation’s purpose is to make it easier for employers to offer 401ks to their employees and to let workers guarantee how much income their retirement savings will produce by using their assets to purchase annuities. It removes the IRA age limitation and increases the RMD age to 72.
First things first, congratulations to all of the recent college graduates! It is such an incredible achievement to have put in time and effort over the past 2 to 4 years and finally being in a position to step into the workforce. Here are a few quick tips for your next few years as you spread your wings and begin to soar into your career.
Congratulations to all the college graduates and their families!
We know last weekend was a big event in your family and we want to provide a gift that helps college grads jump into the “real world” with a solid financial foundation. That’s part of why we created our "Untangle Your Roots" Series. This program is $30 per month for 12 months and it offers a variety of information and education to help the recent graduate get financially fit. Each month, the participant will complete another task on the road to success.
In addition, we have something different for the blog this week: With the Indy 500 approaching, we thought it would be fun to put together a quiz about both the Indy 500 and the S&P 500.
We hope you enjoy this week’s fun trivia: