by Tom Neeser | Feb 7, 2020 | financial planning, Lifestyle planning, Personal Finance
According to PricewaterhouseCoopers (PwC’s 8th annual Employee Financial Wellness Survey PwC US, 2019), when U.S. employees were asked what caused them the most stress, more cited financial matters above any other life stressors combined. So what is driving this...
by Tom Neeser | Dec 10, 2019 | financial planning, Personal Finance
“By failing to plan, you are planning to fail” Benjamin Franklin Holidays are a great time to gather with family, have fun with friends, and experience the joys of the season. Unfortunately for many, it is also a time for overspending, bad financial decisions, poor...
by Tom Neeser | Nov 26, 2019 | financial planning, Personal Finance
In the past, most families keep their most important documents in a safe deposit box at their local bank. Today banks are not even including safe deposit boxes in their new buildings, and the ones that still exist may not be as safe as you think. Every year hundreds...
by Tom Neeser | Nov 7, 2019 | financial planning, Life Insurance, Personal Finance
If your Term Life Policy is nearing its “term,” you need to decide what to do. First, ask yourself a few questions – Why did I buy this coverage in the first place? Would my family suffer financially if I die without life insurance? Is there money to cover my final...
by Tom Neeser | Oct 22, 2019 | financial planning, Personal Finance
Eighty percent of couples fight about money, says a 2014 Money Magazine survey. Research from American Express revealed that 91 percent of couples avoid talking about finances, and only 43 percent discussed money before marriage! The happiest couples have learned to...
by Tom Neeser | Jun 25, 2019 | financial planning, Personal Finance
“May your college Memories last longer than your student loan payments!” Anonymous As of March 2019, Americans owe over $1.6 trillion in federal and private student loan debt according to the Board of Governors of the Federal Reserve System. Over 65% of college...
