Keeping Track of Finances

By Andrew Maisch -
June 26, 2023

Do you feel like you're spending too much time keeping track of your finances?

When planning for retirement, it is important to have a reliable source for your budget and finances....It makes it helpful for your yearly plans as well as providing assistance when working with a financial professional.

I found this article helpful with many resources for "Budgeting Apps."

https://www.investopedia.com/best-budgeting-apps-5085405

September 21, 2022

Required Minimum Distributions 101

Understanding mandatory retirement account withdrawals.If you are approaching your seventies, get ready for required minimum distributions. You may soon have to take RMDs, as they are called, from one

...Read More
March 18, 2024

Could you live to be 100 years old?

Have you ever heard of a “centenarian?” It’s someone who has celebrated their 100th birthday. ‍Bob Hope, Kirk Douglas and George Burns were all centenarians.And chances are you’ll be hearing a lot mor

...Read More
September 21, 2022

5 Retirement Concerns Too Often Overlooked

Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all a

...Read More