The X’s and O’s of Financial Planning

By |2023-10-12T17:14:16+00:00October 7th, 2023|General Finance|

The college and NFL seasons are in full swing - and if you're a football fan, you're no stranger to how much goes into every game, every week. Hours and hours of scouting, researching, and planning goes into each team's game plan. Just as your favorite team needs a [...]

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Financial awareness: What it means and how to make sure you can check that box

By |2023-08-14T21:40:35+00:00August 14th, 2023|General Finance|

Well since there's not much else happening on August 14th each year (sorry if that's your birthday, and if that's the case, Happy Birthday!), the day-naming committee (DNC?) decided today is National Financial Awareness Day. So, I guess we need to all be more aware of our finances today? [...]

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FINANCIAL TRAPS TO AVOID

By |2022-09-26T12:43:56+00:00July 13th, 2022|General Finance, Investing Basics, Planning|

There’s a good reason so many athletes, entertainers and business people who made seven figures and higher suddenly find themselves filing for bankruptcy. Money mismanagement can eat through even the biggest bankrolls. Here are some specific threats to financial stability that people can avoid to help effectively manage their [...]

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BREAKING DOWN THE REAL COSTS OF PURCHASING A HOME

By |2022-09-26T12:44:31+00:00June 14th, 2022|Home Purchase, Planning, Uncategorized|

You’re finally ready to move up from your rental unit to your own home. Before you start searching for a home, understand how much money you’ll really need. Be prepared for the myriad expenses that you must add to the purchase price to see the whole picture.  Home ownership [...]

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Beyond Retirement: Consider Your Other Goals

By |2022-09-26T12:44:05+00:00May 23rd, 2022|Budgeting, Planning, Retirement|

When it comes to financial stability, people tend to focus on paying off debt and saving for retirement. In reality, many other financial goals beckon to individuals during their lifetime. Because of this, it’s important to look beyond retirement when setting targets, no matter how old you are. Identify [...]

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The Basics of Financial Fitness

By |2022-09-26T12:44:14+00:00April 15th, 2022|General Finance|

Becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and retirement savings.  There’s a subjective uncertainty associated with financial wellness. Are you financially fit? And if so, how fit are you? While there is no clearly defined threshold for answering affirmatively, much less [...]

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How committed are you to your financial goals?

By |2021-10-25T20:32:12+00:00May 26th, 2021|Investing Basics, Uncategorized|

Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping yourself committed to your goals may be difficult, especially when times may be financially tough. But by staying on track and focused on your goals, you are more likely to get [...]

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How much income will I need in retirement?

By |2019-07-10T16:38:29+00:00July 10th, 2019|Retirement, Uncategorized|

How much income will you need in retirement? Nest eggs, retirement buckets, investment accounts - whatever you might call the lump sum of money you are saving to live off in retirement -will need to fund your retirement income for around 30+ years. But how do Lockheed pre-retirees determine [...]

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How do I plan for retirement? ANSWER: Watch film and hit the weights (?!)

By |2018-08-30T12:32:42+00:00August 30th, 2018|Retirement|

College football season is here, and I LOVE IT. There's nothing like eating some great food, drinking a tasty beverage and watching your team battle it out on the field. Much like a football team preps for an upcoming season, you must do your homework and do a little [...]

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