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Tag: financial planning

Why the Holidays are a Good Time to Consolidate Your Debts

Man holiday shopping on phone after consolidating debts. Why the Holidays are a Good Time to Consolidate Your Debts

During the holiday season, you’re likely making a list and checking it twice. But between gifts, travel, and festive celebrations, it’s easy to lose sight of holiday spending and your financial goals. This year, why not add “consolidate my debts” to your wish list? The […]

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TEG Retirement & Advisory Services- Financial Fitness Checklist Workshop

Checklist with Blue Pen TEG Retirement & Advisory Services- Financial Fitness Checklist Workshop

This checkup covers all the important aspects of your life: family, goals, business or work, health, money, estate, retirement, and your future. It can help you identify those areas that could use some attention. After you’ve finished the checkup, taking steps now to improve your […]

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My Savings has Been Wiped Clean; How can I Replenish it?

Hand holding a pen typing on calculator My Savings has Been Wiped Clean; How can I Replenish it?

Q: The last few months have been really tough on my finances, and I’ve been forced to use my savings for getting by. My emergency fund and savings account are basically zero. Now that my financial situation is starting to improve, I’d like to start […]

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TEG Retirement & Advisory Services- Webinar: Financial Wellness

Financial Wellness Webinar TEG Retirement & Advisory Services- Webinar: Financial Wellness

Please join us on Thursday, June 25th for a conversation on Financial Wellness: Guidance for Each Stage of Life. Thursday, June 25, 2020 2:00 PM Featuring Jackie Wilke, Advisor Consultant Join us with special guest, Jackie Wilke, Advisor Consultant at First Trust Portfolios L.P.. With […]

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How to Create a Budget in 6 Easy Steps

How to Create a Budget How to Create a Budget in 6 Easy Steps

If you’re always wondering how you’re going to pay the next bill, feel guilty when you indulge in overpriced treats and you can’t seem to find money to put into savings, then you probably need a budget. A budget is not a magic potion that […]

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