The Falcon Group

09/05/2022

Did you know this about money management? Fraudsters like to target older adults with financial scams. Contact me to learn what RBC Wealth Management does to help prevent financial abuse.

08/31/2022

Volatile markets and changing financial picture? Ask me today about how RBC WealthPlan can help you quickly see if you are on track to meet your financial goals.

08/27/2022

if you’re a young investor, the best time to invest is nearly always right now.

The longer you wait to start investing, the more you sacrifice a valuable investing tool: time.

08/25/2022

Are you worried about inflation? Give yourself a financial checkup with these simple steps.

It may be time to go "back to school" when it comes to your finances.

07/25/2022

Companies change administrators for their 401(k) plans every so often. What steps can you take to prepare yourself after the change occurs?

Companies change retirement plan administrators every once in a while. There are some simple steps workers should take to make sure the switch was smooth.

07/21/2022

Join us on August 9th for an educational seminar - Money Matters for Young Professionals. Learn how you can get a head start to building your wealth today!

Hosted by:
Ashley Schmidt, CPFA - Financial Advisor

Date and Time: Tuesday, August 9th 2022 | 4-5 pm MT | 3-4 pm PT

Reach out to me at [email protected] or Morgan Adams at [email protected] for the invite.

07/16/2022

Getting invited to a destination wedding tends to elicit a two-part reaction. First, there’s the excitement about visiting a new locale and attending a glamorous event there. Then, the dread sets in: How much is this going to cost?

Personal finance experts share their advice for minimizing costs for guests.

06/29/2022

The market rout has been painful for investors. But the sting may be especially sharp for anyone who has recently retired or is planning to in the next year or two.

The market rout has been painful for investors. But the sting may be especially sharp for anyone who has recently retired or is about to. Here's what they can do now to minimize the damage.

06/17/2022

Take advantage of your years by maxing out catch-up retirement plan contributions starting at age 50.

06/13/2022

Unless you’re in the small percentile of people who have received a large inheritance or won the lottery, you will need to build your wealth from scratch. Check out these 10 habits that will help drive your financial growth through to the finish line.

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06/08/2022

It’s important to stay on top of your finances. But when it comes to retirement savings, it’s possible to check your investments too much.

You're more likely to take unnecessary risks with your long-term investments if you check them too often, research shows.

06/02/2022

The average price for gasoline in the U.S. is at a new all-time high. If you are planning to hit the road, there are ways to shield yourself somewhat from soaring prices during the peak driving season.

With gas prices at an all-time high heading into the peak summer driving season, these savings tips can help cut down the cost of filling up.