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Smart Financial Steps After College

 

Smart Financial Steps After College

A to-do list for the twentysomething.

 

Provided by Exemplar Financial Network

 

bigstock-Group-of-young-adults-in-busin-small.jpgDid you recently graduate from college? The years after graduation are crucial not only for getting a career underway, but also for planning financial progress. Consider making these money moves before you reach thirty.

Financing a College Education

 

Financing a College Education

A primer for parents and grandparents.

 

Provided by Exemplar Financial Network

 

bigstock-Student-loan-18077153 250 wide.jpgA university education can often require financing and assuming debt. If your student fills out the Free Application for Federal Student Aid (FAFSA) and does not qualify for a Pell Grant or other kinds of help, and has no scholarship offers, what do you do? You probably search for a student loan.

Why Life Insurance Matters for New Homeowners

 

Why Life Insurance Matters for New Homeowners

It addresses a significant financial risk.

 

Provided by Exemplar Financial Network

 

bigstock-Closeup-Of-Contract-Of-House-S-98231804 (1).jpgIf you buy a home and you have no life insurance, there is a financial risk. It may not be immediately evident, but it must be acknowledged – and it should be addressed.

   

What if you die, and your spouse or partner is left to pay off the mortgage alone? This possibility may seem remote, and it may be hard for you to contemplate. It deserves consideration regardless.

Why You Want a Retirement Plan in Writing

 

Why You Want a Retirement Plan in Writing

Setting a strategy down may help you define just what you need to do.

 

Provided by Exemplar Financial Network

 

bigstock-A-blue-nametag-sticker-with-small.jpgMany people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when it comes to how much they will need or how they will do it, they are not quite sure. They will “wing it,” hope for the best, and see how it goes. How do they know they are really contributing enough to their retirement accounts? Would they feel less anxious about the future if they had a written plan? 

What Should You Keep?

 

What Should You Keep?

Even with less itemizing, there are still tax documents you want to retain for years to come.

 

Provided by Exemplar Financial Network

 

bigstock-Messy-Papers-131269.jpgFewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and records you need to hold onto for the future. Is it okay to shred more of them? Maybe not.

Exemplar Financial Network Recognized by InvestmentNews as a 2018 Best Places to Work for Financial Advisors

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MEDIA CONTACT: Beth Lopez

EMAIL ADDRESS: blopez@exemplarfn.com

PHONE NUMBER: 815-459-4550 x107

 

Are Your Beneficiary Designations Up To Date?

Are Your Beneficiary Designations Up to Date?
Who should inherit your IRA or 401(k)? See that they do
 

Provided by Exemplar Financial Network

 

bigstock--182011411.jpgHere’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity? You may be saying, “I’m not sure.” It is smart to periodically review your beneficiary designations.

 

Your choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy? Was it back in the Nineties? Are you still living in the same home and working at the same job as you did back then? Have your priorities changed?

Catching Up on Retirement Saving

 

Catching Up on Retirement Saving

If you are starting at or near 50, consider these ideas.

 

Provided by Exemplar Financial Network

 

bigstock-Retirement-Plan-Savings-Senio-158846669.jpgDo you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves. If you have little saved for retirement at age 50 (or thereabouts), there is still much you can do to generate a fund for your future and to sustain your retirement prospects.

 

       

Contribute and play catch-up. This year’s standard contribution limit for an IRA (Roth or traditional) is $5,500; common employer-sponsored retirement plans have a 2018 contribution limit of $18,500. You should try, if at all possible, to meet those limits. In fact, starting in the year you turn 50, you have a chance to contribute even more: for you, the ceiling for annual IRA contributions is $6,500; the limit on yearly contributions to workplace retirement plans, $24,500.1

Wise Money Moves Young Women Can Make

 

Wise Money Moves Young Women Can Make

Want a better financial future for yourself? Act now.

 

Provided by Exemplar Financial Network

 

young woman with piggy bank small.jpgAs a young woman, you have an opportunity to make some major financial strides. You truly have time on your side when it comes to investing, saving, and harnessing the power of compounding. Now is the time to pay yourself first and do those things that could make you wealthy in the future.

Why You Should Have an Online Social Security Account

 

Why You Should Have an Online Social Security Account

In monitoring your Social Security profile, you may help to thwart fraud.

 

Provided by Exemplar Financial Network

 

bigstock-Hacker-In-Work-small.jpgCould your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may turn to a vast resource to try and mine it – the Social Security Administration.

 

Consider three facts, which in combination seem especially troubling. One, Social Security’s databases contain sensitive personal information on hundreds of millions of Americans, both living and dead. Two, more than 34 million Americans interact with the SSA online. Three, nearly 100% of Social Security benefits are disbursed electronically.1

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Have you met your team?

We have a wealth of experience in the financial services industry.

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