Kacy Reece

Recent Posts

The Power of Healthy Stock Market Corrections

Kacy Reece

Kacy Reece

Blog Post

It may come as a surprise to some, but market corrections happen fairly often. It's normal for the economy to naturally go through peaks and downfalls over time. Don't panic when a market correction happens. By the final quarter of 2018, we have become long overdue for a market correction; such a correction is inevitable. We typically experience a correction once every 55 months (4.5 years); however, we have not had a meaningful correction - defined as a 20% drop in the market - in over 115 months (9.6 years), which is the longest run in history. 

 

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How Can I Save ‘Big Money’ While Moving?

Kacy Reece

Kacy Reece

Blog Post

When planning to move, it’s easy to let stress take over - sometimes so much that you miss ways you could be saving. There are a lot of factors that go into moving, such as are you changing states, what time of year will you be relocating, and how much stuff are you taking? The American Moving and Storage Association says that the average cost of an interstate household move is about $4,300 and the average cost of an intrastate move is about $2,300. With moving expenses on the rise each year, we’ve highlighted a few ways you can keep your money in your pocket and have your stress-reduced before, after, and during your move.

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Infographic: How Does Saving 10% in Your 401(k) Affect Your Paycheck?

Kacy Reece

Kacy Reece

Blog Post

The use of an employer-sponsored retirement savings account (i.e. 401(k) or 403(b)) is a powerful tool in ensuring you’re saving enough and in the best way for your retirement. Depending on the plan offered by your employer, you could save in a traditional 401(k), Roth 401(k), or respective 403(b) accounts. In the infographic below, we’d like you to meet Betty. She’s thinking about how and where she should save in her organization's 401(k) retirement plan. You can see the impact her retirement savings decision- either pre-tax or Roth, has on her immediate paycheck as well as her retirement goals.

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Vacation Like a Boss (On a Budget)

Kacy Reece

Kacy Reece

Blog Post

Whether there’s snow on the ground or school’s out for the summer, there always seem to be signs pointing you towards your next trip. While it would be great just to pick up and fly off to an exotic place and forget about all of your worries back home, unless you have a surplus of money sitting somewhere, you have to do what most people do: plan, save, and budget for your trip. When channeling your inner jet-setter, there are some things you need to do before you can hop on a plane, get to your vacation spot, and enjoy yourself.

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Infographic: 4 Healthy Money Habits to Teach Your Kids

Kacy Reece

Kacy Reece

Blog Post

It's never too early to start teaching your kids how to be responsible with their money. Whether they just lost their first tooth or are ready to go see a PG-13 movie, all ages can benefit from learning healthy financial routines. Children begin observing their surroundings at a very young age, and the sooner these habits are presented the better. Below we've provided 4 fun and easy lessons bound to help your kids understand how to handle money responsibly. 

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6 Ways to Save for Your Summer Vacation

Kacy Reece

Kacy Reece

Blog Post

Going on a vacation is more than just taking a break from the stress of your day-to-day and having a good time - it actually keeps you healthier.

Fewer Americans are going on vacation now than in the past: Data suggests that Americans used to take practically three weeks of vacation a year in 2000, but in 2015 they took just slightly more than two weeks. Even when people are on vacation, more than 60% say they keep working remotely. That means over the past 15 years, Americans have lost nearly a week of vacation.

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Why are Collective Investment Trusts in Your Portfolio?

Kacy Reece

Kacy Reece

Blog Post

Every month, millions of working Americans save a portion of their paycheck into some form of retirement savings account such as a 401(k), 403(b), or IRA. While there are a lot of investment vehicles, do you know the type that your 401(k) account is being held in? If you’re saving in your employer-sponsored account, your Plan’s Fiduciaries are responsible for providing and monitoring a diverse investment menu. However, you hold the power to determine how much you want to contribute and where based on the available funds within your plan. One type of retirement investment vehicle that has been quickly growing in popularity are Collective Investment Trusts (CITs). So, what sets them apart from mutual fund investment vehicles?

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