Financial Planning

MoneyNav Academy Worksop: What's Next? Life After Work Workshop

Kacy Reece

Kacy Reece

Blog Post

We focus on the key decisions in the final few years of your working career. While this presentation covers critical components to ensure your money will last throughout your retirement, an even greater emphasis is placed on the “softer side” of retirement. We find that very few people take the time to think through the various non-money related areas that create a truly successful retirement. This requires some thoughtful planning to help keep you socially engaged, utilize your talents to serve/volunteer/give back, as well as doing some serious relaxing for all your years of hard work.

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Is it Time to Set Your Kids Financially Free?

Alp Atabek, AIF®

Alp Atabek, AIF®

Blog Post

Conversations that bring money into play are notoriously difficult to have. As parents, we want to help and support our children in every way we can – even if doing so is at our own financial expense. When it comes to setting your young adult kids financially free: When is it time to (forcibly) nudge them to spread their wings? Here are three questions to ask yourself and reflect on when determining if it’s time to cut the purse strings.   

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3 Easy Ways to Cleanse Your Credit Report of Costly Errors

Kacy Reece

Kacy Reece

Blog Post

When was the last time you checked your credit report? Did you notice any errors? And if so how would you fix them? Mistakes on credit reports probably happen more often than we think and if you recently found an error on yours, know you're not alone. The Consumer Financial Protection Bureau said more than 43,000 or 23% of complaints were about credit reporting in 2016 so it’s fairly common to find mistakes. Below we'll take you through what errors to search for and how to correct them when you find a potential blunder on your report.

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Crucial Questions to Ask When Applying for Your Mortgage

 

This content was originally published on the Apex Home Loans blog 

Whether you’re ready to buy a home, considering a refinance, or simply weighing your mortgage options, arming yourself with the right questions will benefit you greatly in the long run. Before you sit down to speak with your mortgage banker, take note of these five questions to enhance your lending knowledge, prepare yourself, and build upon your ability to address any concerns you might have. 

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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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