Are You Obsessed With Money?

As the saying goes, money makes the world go round. Living in modern society means that you can’t avoid money, no matter how hard you try. Need to get some food? That costs money. Need to get gas in your car? Swipe your card or fork over a few bills. Virtually every aspect of your life revolves around money - earning it, spending it, and saving it. 

For the most part, scrutinizing your money habits is a good thing. You don’t want to constantly worry about where your next paycheck is coming from, or whether you have enough cash to pay for something. However, while a detailed understanding of your money is good, it’s too easy to get carried away. 

Continue reading

How To Set Goals You Might Actually Accomplish

The new year is upon us and with it comes resolutions and goals that you’d like to accomplish. However, as we can all agree, it’s just not that easy.

If you’ve ever set a goal that you failed to accomplish, you’re not alone. Science says that only 8 percent of people actually achieve their goals. According to a study by the University of Scranton, a staggering 92 percent of people make New Year’s resolutions they never fulfill.

Continue reading

The Dirty Little Secrets to 401k Loans

Now that the holidays are over, it’s back to reality. For many – hopefully, not you – it means paying off all the debts you racked up from your extremely generous giving. Let’s just hope you had already budgeted for it and you were merely using your credit card to get the free rewards.

Regardless of whether you have debt or not, sometimes, unknowns pop up in our lives where we need to get access to money. If you don’t have it sitting in a savings account – which I’m sure you do if you’re an avid reader of this blog – you have to find it somewhere.

Continue reading

How to Become Your Own Financial Advisor

Like it seems for just about every service profession today if you want to go the DIY route and figure it out for yourself, just Google it and you’ll be on your way. I swear I think there is a YouTube video for just about every DIY project you’re attempting to do around the house, with some being easier than others.

While it’s not quite that easy when it comes to managing your finances or becoming your own financial advisor, it can still be done. As long as you have the time and willingness to learn, you certainly can go at it yourself. Many people handle their personal finances themselves and do a great job.

Continue reading

How to Find Your Unclaimed Property (CASH)

Ever thought somebody owed you something, but you just can’t remember what? Well, guess what, maybe someone does, and it might just be waiting for you in a state where you once lived. And, it’s actually not out of the ordinary to find your name on a state's unclaimed property list.

Believe it or not, states are holding onto BILLIONS of dollars in unclaimed property. And, because of unclaimed property laws, this money has to be returned to you if you ever come looking for it. In 2015 alone, over $3 billion was returned! Crazier than that, though, almost $8 billion was collected leaving another $5 billion uncollected. Trust me, there is a lot of it out there.

Continue reading

Ask Us A Financial Planning Question!

NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

Legal, privacy, copyright and trademark information
Terms and Conditions | Web Privacy Policy
Copyright © 2017 - NextGen Wealth. All rights reserved
Web Design and SEO by Igniting Business