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Retirement Planning

Create a Plan to Manage Income in Retirement

By K. Bridget Schneider, CFP®, CRPC®The shift from saving for retirement to taking income in retirement can be a tricky proposition. You may feel comfortable enough to retire when your retirement savings reaches a certain level. However, that may not be...

Ways to Cope with a Significant Market Downturn

On March 12, 2020, the S&P 500 entered a bear market for the first time in 11 years. And this bear market could go down as one of the most severe in history given how quickly it occurred after reaching a new high in mid-February. But this is not the first bear market we have experienced, nor will it be the last.

Kiddie Roth IRA – Teach Better Money Habits

By K. Bridget Schneider, CFP®, CRPC®Do your children or grandchildren have earned income? Opening a Kiddie Roth IRA can be a valuable tool for teaching them better money habits. It may also be an opportunity to help them begin a powerful savings plan for...

Common IRA Mistakes To Avoid – Part 2

We’ve already discussed six common IRA mistakes people make. But there are a few more to talk about, and how to avoid them.

Six Common IRA Mistakes to Avoid

Knowing the common IRA mistakes to avoid could save you thousands of dollars over your lifetime. We’ll cover 6 of the most common mistakes in this article.

The SECURE Act and What it Means For You and Your Family

What is the SECURE Act? (Setting Every Community Up for Retirement Enhancement) And what does it mean to you and your family? We help you understand, and also offer free workshops for more information. https://connectionsfinancialadvisors.com/upcoming-events/

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Create a Plan to Manage Income in Retirement

The Relationship Between Wealth and Health

By Joe Globensky, RFC®In recent years, there has been a renewed emphasis on the relationship between wealth and health. Various studies have shown that the relationship is a gradient, meaning there are discrepancies at every level of the economic ladder. ...

Financial Planning Tips to Consider Now

By K. Bridget Schneider, CFP®, CRPC®The S&P 500 reached its peak in mid-February of this year, and investors were feeling good about their account values. However, in the following weeks that good feeling began to disappear. Concerns of a pandemic...

Ways to Cope with a Significant Market Downturn

5 Ways to Keep Your Personal Data Safe

By Joe Globensky, RFC®Hopefully I don’t have to tell you how important it is to keep your personal data safe. Whether it’s your social security or bank account numbers, information from your driver’s license, or items that can be pulled from your social...