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 clichĂ© as a clichĂ© 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
Tags benefits Coping with the MSU Retirement Plan Match Reduction srb September 30, 2020 In response to the financial uncertainty caused by the Covid pandemic, Michigan State University has reduced salaries and cut the
Tags budgeting Dealing with Michigan State University Salary Cuts srb September 26, 2020 Are you affected by the Michigan State University salary cuts? There’s a lot of uncertainty in the world of higher