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05 Jan Top 10 Question: Dollar Cost Averaging or Lump Sum?
If you have a 401k, 403b, or some other retirement plan account at work then you already are using this technique to invest in the stock and bond markets. Putting in money to your retirement account from each paycheck is the classic dollar-cost averaging tool....
08 Dec Hiring a Professional Fiduciary to help with Estate Planning
As a single mom with a young child, I knew I needed to have a solid plan for handling my financial affairs, for the benefit of my daughter, if something were to happen to me. I talked with my family and friends and found that...
23 Mar Team Member Spotlight – Jim Ludwick, CFP®
Jim Ludwick, CFP® founded MainStreet Financial Planning, Inc. (MSFP) in 2002. A retired U.S. Air Force officer, Jim’s career experience includes working as a hospital administrator, commercial real estate broker, life insurance agent, vice president of two different bank trust departments and a regional vice president...
06 Jul Planning for the Inevitable
My Aunt Doris passed away recently and I’m her executor. The executor is the person designated to handle affairs after the death of a person. She and I had planned ahead to make her legal and financial affairs relatively easy for me to handle even...
02 Jul Inclusive Financial Planning: A Resource Guide
Last updated July 2, 2020 The current climate is both heartbreaking and at the same time, inspiring. MainStreet stands in solidarity with those trying to make the world a more fair and just place. But stating our support isn’t enough. During these trying times, it’s...
19 Apr Money Date – Having a Baby and First Financial Steps
Posted at 10:34h
in Education, Money Date, Near Or Entering Retirement, Retirement, Starting, Growing a Family
You can never prepare enough for this amazing life event – emotionally, physically, or mentally. However, there are steps you can take to prepare financially. You all know Yuri and I just welcomed our baby boy Liam into our family 15 weeks ago. What a...
09 Nov 2018 Open Enrollment Tips
It’s the most wonderful time of the year … open enrollment season! Here are eight benefit selection tips to get you on the path for a smart, financially savvy 2019. Sticking with your current plan? Pay close attention to the coverage details summarized in the...
21 Jun Preparing for a Baby on Board
Posted at 14:59h
in Financial Goals, Life Transitions, Money Date, Saving/Spending, Starting, Growing a Family
What is the Money Date? A weekly time to check in. 3 things we review and update:
1. Spending
2. Earning
3. Savings Adding a child to your family can bring joy, excitement – and a boatload of bills. Did you know that a middle-income couple...
