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  • MONEY HACKS: Can Millennials Retire in the Future?

    Alex Assaley, AIF®

    This past month, the younger generation took to twitter to share their thoughts on retirement and it was pretty hilarious / painful. Millennials we’re posting endless memes and gifs about how retirement is not in their future, but it definitely can be! We understand that times change and the financial struggles of our parents are not the same as ours – but everyone can achieve financial freedom (beyond retirement) with the right plan. In this Money Hacks episode, I’ll go over a few ways the younger generation can retire!

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  • Infographic: 14 Top Credit Card Do's and Don'ts You Need to Know

    Infographic: 14 Top Credit Card Do's and Don'ts You Need to Know

    Actual money seems to be a thing of the past for many, with plastic emerging as a more convenient form of payment. To buy groceries you, swipe a card, to ride the metro, swipe a card, fill your car up, swipe a card. We are a nation filled with cards and subsequently, credit card debt, but there are small things you can do to make sure you don’t let credit cards get the best of you.

    Here’s where our Credit Cards Do’s and Don’ts Infographic comes in.

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  • Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    When you flip to the financial section of the newspaper there seems to be one thing that everyone is always talking about: The Stock Market. If you're just starting to familiarize yourself with the world of investing, you first need to know what everyone is talking about when they refer to this ubiquitous term.

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  • Infographic: IRS Announces 2019 Retirement Plan Limits

    Infographic: IRS Announces 2019 Retirement Plan Limits

    Do you know what's changing for retirement plans in 2019? The IRS has announced the 2019 plan limits and these changes will take effect in the upcoming tax year on retirement-related items.

    Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Check out our infographic that details all the changes you'll want to be aware of for the coming year. 

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

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

    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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  • MoneyNav Academy Worksop: Cultivating Your Credit Workshop

    MoneyNav Academy Worksop: Cultivating Your Credit Workshop

    Throughout this workshop, we explore the history of how credit cards have grown to become such a prominent part of our everyday life. We outline the key areas to be cognizant of when using your card, and answer questions such as what makes-up a FICO score, how interest rates can have an impact, and what steps you can take to protect yourself.

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  • MoneyNav Academy Worksop: Social Security: Get It Before It's Gone?

    MoneyNav Academy Worksop: Social Security: Get It Before It's Gone?

    This Social Security workshop provides an overview of the current Social Security system, how benefits are calculated, and how employees can maximize their benefits for the future. We walk employees through claiming strategies, the impact timing can have on their total Social Security benefit, and the questions they should be asking themselves prior to claiming.

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  • MONEY HACKS: Can Millennials Retire in the Future?

    Group of people This past month, the younger generation took to twitter to share their thoughts on retirement and it was pretty hilarious / painful. Millennials we’re posting endless memes and gifs about how retirement is not in their future, but it definitely can be! We understand that times change and the financial struggles of our parents are not the same as ours – but everyone can achieve financial freedom (beyond retirement) with the right plan. In this Money Hacks episode, I’ll go over a few ways the younger generation can retire!

  • MONEY HACKS: Should You Pay Off Student Loans Before Saving for Retirement?

    student loan debtA recent article from Michelle Singletary, published by the Washington Post, says you should pay off Student Loans first – before saving for Retirement. What!?! Is this good advice?

    While this would set off an alarm bell for most financial advisors, I thought there was a pretty good takeaway in this piece... here view is that most individuals can’t “execute” on both paying down loans and saving for retirement (at the same time).  My advice – more of us need to automate our finances in a specific and unemotional way. In this Money Hacks episode, I explain how you can work through all your financial goals.

  • MONEY HACKS: What Should You Spend on Financial Coaching?

    50We believe one-on-one, independent advice and accountability is the key to helping many of us achieve financial “success.” That’s why I was so intrigued when I saw Erin Lowry, author famous for her book Broke Millennial, has started offering a six-week financial coaching problem.

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