Weekly Roundup April 26, 2019

Welcome to the weekly roundup where I share with you interesting articles from across the web. I hope you enjoy and absolutely feel free to share and pass along.

Our Kansas City Financial Planner Weekly Roundup

Hello everyone and welcome to another edition of the NextGen Wealth Weekly Roundup. Hope you’re having a great week!

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7 Planning Tips for 6 Figure Earners

Making a lot of money and being wealthy are not synonymous. Even if you make six figures, you can still feel stretched to pay your bills if you don’t take the appropriate steps to build wealth.

While having a high income is a good starting point, if you spend everything you make, you’ll find yourself feeling strapped. Getting the right financial planning information can help get you on the right track toward growing your net worth.

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NextGen Wealth Weekly Roundup April 19, 2019

Welcome to the weekly roundup where I share with you interesting articles from across the web. I hope you enjoy and absolutely feel free to share and pass along.

Our Kansas City Financial Planner Weekly Roundup

Hello everyone and welcome to another edition of the NextGen Wealth Weekly Roundup. Hope you’re having a great week!

Continue reading

What Issues Should You Consider Before You Retire?

Are you looking forward to the day you retire? Many dream of retirement, counting down the days when they can leave the cubicle life behind. But, before you turn in your work badge, make sure your finances are in order first.

Not being prepared financially could mean having to get back to work or worse - running out of money. Going down the checklist below will ensure you’ve covered all the major issues you need to consider before you retire.

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The NextGen Wealth Weekly Roundup April 5, 2019

Welcome to the weekly roundup where I share with you interesting articles from across the web. I hope you enjoy and absolutely feel free to share and pass along.

Our Kansas City Financial Planner Weekly Roundup

Hello everyone and welcome to another edition of the NextGen Wealth Weekly Roundup. Hope you’re having a great week!

Continue reading

When to Update Your Estate Plan

If you already have an estate plan, you’re ahead of the majority of Americans. According to a survey by Caring.com, more than half of people don’t have a will or living trust. Even if you have your estate documents in order, you’re not done.

Chances are you’re still many years away from needing to put your end-of-life plan into motion. There are still many changes in your life that need to be reflected by updating your documents. It’s an essential part of making sure everything is in order for your family and heirs.

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What Should You do with Your Old 403(b) Account?

One of the questions that come up on a regular basis is what to do with old retirement accounts. In the old days, many workers stayed at the same company their entire career and retired with 30 to 40 years of service.

Nowadays, people are more likely to switch jobs every few years, bringing up the question of what to do with old retirement accounts such as 403(b) plans. According to a survey by staffing firm Robert Half, 64 percent of workers favor job hopping.

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The Best Money Saving Tips for College

Do you have a child that might go to college someday? If so, then you’ve come to the right place. In this article, we provide you with our best college savings tips regardless if your child is 10 years away or 1 year away. We have tips for all of them.

Let’s face it, saving and paying for college can be overwhelming. Knowing how much to save for college, what types of accounts to utilize (529 Plans, UTMA/UGMA accounts, IRA’s, etc) and how to invest the money, can lead you into paralysis by analysis.

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Should You Consider a Roth IRA Conversion?

If you’re looking to minimize taxes in retirement, or anytime before, one of the options is converting your traditional individual retirement account (IRA) into a Roth IRA. This shifts the tax burden from a future date to the present day. Before you make such a move, though, it’s important to consider what this will mean to your finances.

Minimizing taxes in retirement seems very appealing. Once you stop working, your income in retirement will come in part from your savings so the less taxes you can pay, the more money you will have available for enjoying your life.

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The NextGen Wealth Weekly Roundup March 15, 2019

Welcome to the weekly roundup where I share with you interesting articles from across the web. I hope you enjoy and absolutely feel free to share and pass along.

Our Kansas City Financial Planner Weekly Roundup

Hello everyone and welcome to another edition of the NextGen Wealth Weekly Roundup. Hope you’re having a great week!

Continue reading

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