Worth Financial Planning

09/20/2023

Switching employers or health insurance plans can be a confusing exercise—especially when trying to figure out how to get the best value. Reach out if you need help understanding how elements of your plan, like an HSA or FSA, will work together.

At first, an FSA and HSA may seem very similar, but there are some differences you need to know.

09/14/2023

Everyone knows it’s important to save. And I get it—it’s not always easy, but there are ways to make it fun! Try our 52-Week Money Challenge then reach out to me to make a plan that can really start putting your money to work.

09/13/2023

Imagine what you could do with a little extra savings. I’ve got some ideas, too!

If you’re up for a challenge, here’s how you could save an extra $1,300 this year.

09/08/2023

So you’re in your 30’s, work’s going well, and you have some goals you’re excited about. Cool—but how will you reach them? Start by figuring out your net worth. From there, I can make a financial plan to get you to your goals. For more, look here http://spr.ly/6181PW6Cd

08/31/2023

These ideas could help you avoid overspending.

You may need to get creative to stretch your back-to-school shopping budget this year. These pro tips can help.

08/28/2023

Understanding your financial motivation is the first step to achieving your goals. What drives you to take control of your financial future? I can help you build a plan that supports what inspires you.

08/25/2023

Retirement planning might be the last thing on your financial to-do list, but starting sooner really pays off later. I can help take the guesswork out of balancing the life you want today with the way you want to retire down the road. Ready to check in? I’m ready to help.

08/22/2023

Want to feel better? Have stronger friendships? A new survey finds that people who report better health and stronger friendships are also working with a financial advisor and planning their finances. Please reach out if you’d like to get started.

People who work with an advisor feel better about many aspects of their lives.

08/16/2023

Did you know that saving for a rainy day can help make your retirement even sunnier (and help take the guesswork out of planning for it)? Check out today’s financial flash challenge and let me know if you’re up for it.

08/14/2023

I know—nobody needs higher prices on notebooks, pencils, and pens. So, here’s one way to ace the back-to-school shopping test: before buying, look in closets and drawers. You might have more school supplies than you thought. For more tips, check here http://spr.ly/6182PeIeq

08/14/2023

401(k)s are one of the most popular ways to save for retirement. But they’re just one tool. Reach out if you’d like to learn more about how a 401(k) works with your broader financial plan.

A 401(k) is a great tool to help you save for retirement.

08/04/2023

Taking stock of your budget at the midyear point is a great way to keep tabs on your fiscal health.

Assessing your current spending in these 6 areas of your budget can help you make any needed adjustments. Then you can focus on what matters most.