Tags budgeting The Snowball Strategy for Getting Out of Debt srb January 5, 2021 Is getting out of debt your goal for 2021? At the start of the new year, resolutions are on people’s
Tags financial planning Prediction Season! srb December 23, 2020 It’s that time of year: Prediction Season! Along with new year’s resolutions, it’s time for economists and money managers to
Tags Financial Goals Life Planning is Financial Planning Done Right srb December 14, 2020 Life Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams.
Tags financial planning Learning About Financial Planning with our Intern Joel srb December 4, 2020 Here at Shotwell Rutter Baer, we have a genuine bright spot to brag about in 2020. We launched a Financial
Tags interest rates When should you refinance your mortgage? srb November 23, 2020 When should you refinance your mortgage? Low-interest rates may not be good for your savings account, but it could save
Tags co-pays 7 Reasons to Consider a Health Savings Account srb November 3, 2020 Do you have a Health Savings Account (HSA)? Many employers now offer high-deductible insurance plans that qualify participants to save
Tags CDs Four Tips for Saving When Interest Rates are Low srb October 28, 2020 Do you have money in savings that could be working better for you somewhere else? Interest rates are low right
Tags financial planning Improving Your Relationship With Money srb October 19, 2020 How would you describe your relationship with money? Money can’t buy you love. It’s as cliché as a cliché can be,
Tags brokerage Types of Financial Planning Companies srb October 12, 2020 This article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial
Tags employer match Getting Started in Your Employer’s Retirement Plan srb October 7, 2020 Starting a new job that offers retirement benefits is great. But your employer’s retirement plan can offer a bewildering array