I Scream, You Scream, We all Scream for…I Bonds?

Matt Cohen, CFP®, CIMA® | Relationship Manager
The first lesson I learned in Econ 101 was the concept “there is no such thing as a free lunch.” As a freshman college student on a prepaid meal plan, I was initially skeptical. Over time it has become a simple but useful lesson for me that “cost” has many meanings, and a monetary exchange is just one type.
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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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