FIT Wealth Management

06/10/2024

School is out (or almost out)...what a great time to talk to your children about finances. Please reach out if we can help.

04/04/2024

Summer is coming...what a great time to introduce your children/grandchildren to the academics of finance. Please let us know how we can help?

By Jeannie Bidner, CFP® As kids are bombarded with ads and offers online, it's more important than ever to teach them good money skills early. At the same time, it's getting harder.

03/20/2024

It's never to early to ask.

By Susan Hirshman Your 20s go fast. You may be focused on finishing school, starting your career, dating, or adjusting to living on your own and becoming independent.

03/06/2024

Spring is right around the corner and love is in the air...it might be time for some financial spring cleaning.

By Patrick Means Before I got married last December, we both knew we had to have the "money talk." Through my work in the financial industry, I've seen how communication is the key to helping couples navigate their finances successfully together.

02/19/2024

Today is a day to reflect and recall all the great leaders who have made an impact on society. Please join us in celebrating them.

02/14/2024

02/09/2024

Crossing off things on your bucket list should be part of life but making sure retirement is on the list is a virtue.

🏈 The thrill of investing in yourself can outlast any game day excitement! Learn more about IRAs (and annual contribution limits based on your age) at https://bit.ly/42xhwAq.

02/06/2024

With mortgage rates expected to come down in 2024 & 2025 it might be time for a review if you are planning on purchasing a home.

By Cindy Scott, CFP®, CRPC®, ChFC® I was talking to a friend recently who told me her daughter wanted to buy her first home. She was tired of renting but worried that having a mortgage would mean she couldn't afford to do anything else.

01/30/2024

New Year's resolutions can go beyond health. How about your wealth resolutions for 2024?

By Jeannie Bidner, CFP® Like a lot of people, I start each New Year with some new goals. Notice I didn't say resolutions.

01/15/2024

Please join us in celebrating the movement, the man, and all those that continue on with the fight today.

01/11/2024

Please feel free to reach out to us on the Schwab 2024 outlook. While we agree on a lot of the points there are some on which we diverge. We'd be more than happy to discuss.

Our outlook for 2024 is for a gradual U-shaped recovery composed of seemingly chaotic movements in economic data with turning points in policy rates and earnings growth.

01/01/2024

As we give thanks to the year behind us we celebrate the opportunity to come. We wish everyone a happy, healthy and prosperous 2024.