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Savings Tips

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Best Savings Tips in Your 20s or 30s

From retirement accounts to savings accounts, there are myriad ways to build wealth. We get these questions a lot, so here are the best savings tips for someone in their 20s or 30s to set off on the right foot. 1. What retirement accounts are available to people in their

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7 Ways to Build Wealth and Why They Are Important

Building wealth is a goal that many of us strive for, but it can be a daunting task. The good news is that there are many ways to build wealth, and some of them are easier than you might think. Here are some of the best ways to build wealth and why they are important.

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Which is best: High-Yield Savings, Money Market, or CDs?

High-yield savings accounts, money market funds, and certificates of deposit (CDs) are all popular options for savers looking to earn more interest on their money. But as traditional savings accounts offer interest rates hovering around 0.25-0.50%, many consumers are turning to high-yield savings accounts and money market funds to get

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Is College Worth It? – Part 2

By Drew Schlotter, CFP®, CCFC Perception vs Reality As college has gotten more expensive, public opinion has started to shift. People have become more skeptical of the value, with many people emphasizing trade schools or going directly into the work force over spending a home mortgage on four years at

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How to use market losses to save on taxes

Did you sell your home for significant profit earlier this year? Or capitalize on market moves? If you cashed in on the economic boom, don’t be caught off guard with a hefty capital gains tax bill. There are ways to potentially reduce your tax bill and I’ve made a short

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Podcast: Health Savings Accounts

Podcast: Health Savings Accounts

Do you have a Health Savings Account? If not, having one can likely help you in the future by allowing you to cover the cost of your medical and other health needs. We spent a lot of time talking about this on Tykr’s podcast a few months ago. Here are

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How To Set Financial Goals for the New Year

How to set financial goals for the New Year

Did you set financial goals for the New Year?  How have you gone tracking those goals? We might be well into the New Year, but it’s not too late to learn how you can make your Resolutions really stick. Here are a few things we walk our clients through that

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Couple planning their finances and goals

How to Set Your Financial Goals For 2022?

What are your financial goals for 2022? Are you like most of us and come up with some New Years resolutions that you never follow through on?  Or perhaps you’ve given up on those completely and now don’t set any goals. The idea of setting goals isn’t new and you

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Happy and financially secured individual

Are you in the best financial situation to start 2022?

As COVID-19 continues to shift and change life and the world around us, what is your financial situation for 2022? If you have been one of the lucky ones that continued to have your job you will likely have felt stress. This hasn’t been an easy time for any of

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