PlanWealth Financial Group

05/06/2025

02/21/2024

More than Finances: The Benefits of Holistic Advice from Financial Professionals

When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?

02/14/2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.1 That sounds simple. Yet it doesn’t happen as much as it should in the real world.1, 2 That’s because ...

02/07/2024

Investors & the Markets: What to Watch Out for in an Election Year

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to...

01/31/2024

Making the Most of Your Tax Return

If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.

01/26/2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real pro...

01/10/2024

The Basics of Keeping a Balanced Investment Portfolio

Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?

01/03/2024

Money Management 101: Tips for Your Kids Entering the Workforce

If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.

12/27/2023

Pre-Retirement Preparedness: Planning for Your Career Exit

If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.