Hey Gen X! Life has come at you pretty fast!

Laurie Kramer, CFP®
When I stop to think about it, I find it amazing that most of my friends and family (and myself!) are getting within striking distance of retirement. It doesn’t seem that long ago that I started my career in this industry
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Prioritize Savings Now

By Kristan L. Anderson, CEBS®, CFP®, Dir. Of Retirement Plan Services & Dir. Of Financial Planning and Rasti Nikolic, Associate Financial Planner
When we meet with retirement plan participants, an almost universal recommendation is to try to increase savings each year by one percent. But in order to get to that extra one percent, you have to be maintaining a positive cash flow. And the best way to establish and maintain savings is to prepare a budget.
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