Economy | Gretchen Stangier, CFP®

Tax Planning

As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same...

1 min

Taxes, Retirement Planning, Wealth, Money, savings, Financial Plan, Financial Planning, Financial Goals, Personal Finance, Retirement Education, Financial Education, Budget, Lifestyle, Financial Security, Budgeting, Retirement, Economy

How to Write a Financial Plan: The 30-Minute Financial Plan

Everyone should have a financial plan. With an exception for small children, so we’ll go with teenagers and on up....

6 mins

Financial Planning, Financial Plan, Personal Finance, Financial Goals, Retirement Education, Financial Education, Budget, Retirement Planning, Women and Investing, Wealth, Money, savings, Women and Finance, Lifestyle, Financial Security, Budgeting, Retirement, Economy

5 Steps to Cope With Financial Stress

The ebb of the pandemic is leaving a residue of stress in its wake. Americans’ stress levels are running higher...

3 mins

Personal Finance, Retirement Education, Financial Education, Budget, savings, Mental Health, Money, Lifestyle, Financial Security, Budgeting, Economy

What Is a Tariff?

What is a tariff? It’s a tax that governments around the globe impose on imported products that consumers and businesses...

2 mins

Financial Education, financial literacy, Economy

Why You Shouldn’t Bank on a Tax Refund

Most people get excited at the thought of a potentially huge tax refund, often to the point that they make...

3 mins

Taxes, Women and Investing, Investment, Budget, Lifestyle, Financial Security, Budgeting, Retirement, Investing, Economy

Why Embrace Personal Capitalism?

There’s a peculiar growing interest in socialism in the United States, despite the irrefutable fruits of capitalism. The express interest...

6 mins

Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Capitalism, Lifestyle, Retirement, Investing, Economy

Investing Terms You Should Know

Before you start investing, many terms you hear from your financial institution can sound foreign and be intimating. Within your...

1 min

Retirement Education, Investment, Retirement Planning, Financial Planning, Personal Finance, Lifestyle, Financial Security, Retirement, Investing, Economy, 401K

shopping. holiday shopping. black friday.

Keep Your Wallet “in the black” this Black Friday

November is a month for turkey, pumpkin pie, and cranberry sauce. For leaves piled so high you could dive right...

3 mins

Holiday Shopping, Holiday Budget, Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Budget, Women and Investing, Investment, Lifestyle, Financial Security, Budgeting, Retirement, Investing, Economy

Stay Focused and Change Some Money Attitudes During Inflation

Inflation decreases purchasing power by driving up prices. You might consider altering your finances during times of high inflation. Investors...

4 mins

Financial Planning, Personal Finance, Retirement Education, Financial Education, Budget, Women and Investing, Investment, Money, Lifestyle, Financial Security, Budgeting, Retirement, Investing, Economy