Money Matters With Greg Blog

By Greg Farrall, PPC®, CWS®

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a thousand ways to spend your money, there’s only one way to save it — stick to the plan.

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2021 looks ahead.

The number of at-home workers has skyrocketed this year as the novel coronavirus caused companies across the country to temporarily lock their doors.

Here are some best practices for working and managing from your home:

Your gear

During this time of Thanksgiving in such a volatile year, I thought we might reflect on the things for which we are extremely thankful.

Good Health

We all have been touched by COVID-19 somehow. Even if your health isn’t great, it could be worse and you likely still have some working parts to be thankful for.

Good Friends

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction, and well-being.