Making a Plan to Tackle Debt

Making a Plan to Tackle Debt

By: Kate Welker, CFP® However the debt came about, the result of too many payments and growing balances is often anxiety, stress, feelings of frustration, and general barriers to building your wealth. It can be overwhelming when you don’t know where to start or you feel like you are trying, but just not making progress. Our goal is to help you understand that you can get committed to making a change and developing a plan to reduce your debt.

How to Save for Retirement When You Feel Behind

How to Save for Retirement When You Feel Behind

Saving for retirement is a big goal for most of us, but it’s also one that is easy to push aside especially when you're young and retirement feels far away. No one wants to reach their later years and have to worry about outliving their savings, but it can be hard to prioritize retirement when you’re trying to buy a house, pay down debt, save for college and all the other priorities that seem to compete for our resources.

Rooted Planning Group's 2nd Quarter Economy Thoughts

Rooted Planning Group's 2nd Quarter Economy Thoughts

I cannot believe we have moved into the 2nd quarter of 2021 already. During the month of March, we have been asked, is now a good time to invest, it seems like the market is at a peak? If it is not about the stock prices being high, then it’s a concern over future interest rates causing a slow down in the economy.

The most recent economic news seems to support a continued improvement, as ADP payrolls have gained traction, we are seeing factory activity strengthening and although the value of the dollar is down from its peak in March of 2020, this is generally positive for global growth (read to the end to see this come full circle).