Category Archive for "Banking & Saving"

Millennials: Our Generation vs. Our Upbringing

Then... Growing up was a breeze for me- I always had everything I ever wanted. My parents moved to America from Europe to pursue the "Great American Dream." When they were not much older than me, they had a family, a house, a business and money in the bank. Money never seemed to be an…

Banking & Saving, Credit / Debt, Newsletter

June 4, 2015

ndeutsch

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… and what class were you in?

Ok ... l admit it- I took a vacation. When I travel, I find it fascinating discovering how differently people live in this vast space we call earth. Not necessarily better or worse, rich or poor, just different. Values range dramatically, family units have a different structure and business and commerce are very much the…

Banking & Saving, Financial Planning, Rivertown Magazine

April 10, 2015

Neal

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On Reducing Debt:

WHILE MR. CLITHEROE MAY POINT TO THE OBVIOUS, the fact is that in America today, paying for purchases usually happens after, not during the purchase. Debt is unfortunately rampant in today's world, sometimes because of necessity, and many times, by confusing the terms "want" and "need." When meeting with all our clients, one of the…

Banking & Saving, Credit / Debt, Family, Newsletter

October 10, 2014

Neal

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Articles & Knowledge

December 15, 2012
New Legislation Lets Savers Convert Traditional 401(k) To Roth 401(k)

For most of your working life, most contributions made toward your impending retirement has been to…
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March 25, 2013
Becoming an Entrepreneur- Is This Your Next Step?

According to AARP, the "mature workforce"are those working above the age of 50, despite being called…
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August 12, 2016
And So It Goes…

I recently met with a client, a relatively new teacher. Gina is the daughter of a…
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July 2, 2014
Don’t Flip Me Off!

For those of us over the age of 60, there comes a time when you may…
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… and what class were you in?

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Articles & Knowledge

New Legislation Lets Savers Convert Traditional 401(k) To Roth 401(k)

Becoming an Entrepreneur- Is This Your Next Step?

And So It Goes…

Don’t Flip Me Off!

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