Posts Tagged ‘FinancialPlanning’

The Psychology of Saving

Tuesday, August 16th, 2016

Why do some households save more than others? Building household savings may depend not only on cash flow, but also on psychology. With the right outlook, saving becomes a commitment. With a less positive outlook, it becomes a task – and tasks and chores are often postponed. Financially speaking,...

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Reducing the Risk of Outliving Your Money

Tuesday, March 8th, 2016

What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers.  Retirees and pre-retirees alike share this anxiety. In a 2014 Wells Fargo/Gallup survey of more...

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Your Annual Financial To-Do List

Tuesday, November 24th, 2015

What financial, business or life priorities do you need to address for 2016? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those goals as well. What can you do...

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Lather, Rinse, Repeat

Wednesday, July 9th, 2014

By Jay Sanford, Director of Investment Strategy The front page article in the June 30th Wall Street Journal, “Stock Picker Rises Again, Unchanged by Crisis” got me thinking about a few things.  First of all, full disclosure, I don’t follow Bill Miller, his fund or Legg Mason.  Although a...

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Managing Retirement Concerns

Wednesday, June 11th, 2014

By Mark Jensen, Associate Clients often come to us at Washington Financial Group because they are trying to manage retirement concerns. This is certainly understandable because so many others struggle with this same issue. So in order to address this subject and help others, I decided to write this...

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Should You Buy or Lease Your Next Vehicle?

Wednesday, June 4th, 2014

One of the debates we occasionally have among a group of us when we go out to lunch at our office is whether or not you should buy or lease your car. Since I’m the cheapskate of the office, combined with the fact that I’m not a car guy,...

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What Are the Downsides to Roth IRAs?

Wednesday, March 19th, 2014

By Drew Aunon, Associate Often times when our advisors are creating a financial plan for our clients at WFG, a question regarding the use of a Roth IRA will arise. As I touched on in my previous post, there is no doubt that Roth IRAs can provide significant tax...

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Why in the World Would I Own Bonds in This Rising Rate Environment?

Tuesday, February 18th, 2014

By Jay Sanford, Director of Investment Strategy A recap of some recent calls I have received over the last few weeks: Client #1:  “Jay, why in the world would I own bonds in this rising rate environment?” Client #2:  “Jay, why in the world would I own bonds in...

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What are the Benefits of a Roth IRA?

Wednesday, February 12th, 2014

By Drew Aunon, Associate Effectively planning for retirement is one of the most important decisions you will make regarding your financial future. Much like selecting the right tools to correctly/most efficiently change a tire on your car, it is important to ensure that you utilize the most effective type...

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Why is Disability Insurance Important to My Financial Plan?

Thursday, January 30th, 2014

By Mark Jensen, Associate The other day I was speaking with a client and they asked me the following question… Why is disability insurance important to my financial plan?  I will address this subject in today’s post. Let’s get one fact out of the way, DISABILITY INSURANCE IS EXPENSIVE! ...

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