Wealth in Progress

Part 1 of 5: 401(k) Basics Explained If your employer offers retirement benefits, understanding how your 401(k) works can make a big difference. In this video, we break down what a 401(k) actually is, compare...

In today's financial landscape, savvy parents are always on the lookout for innovative ways to secure their children's financial future. One exciting option that has emerged is the Trump Account, a unique investment...

Most financial plans have a spot for retirement, a house, maybe your kids' education. Travel? It usually just gets absorbed into "discretionary spending"... until it causes guilt or ends up on a credit card.My wife and...

<p>In today’s episode of Wealth in Progress, I share my journey from being a young kid learning about finance to starting my own firm, Wealth and Plan. I saw firsthand how my parents were turned away by financial...

In today’s episode of Wealth in Progress, I share my journey from being a young kid learning about finance to starting my own firm, Wealth and Plan. I saw firsthand how my parents were turned away by financial advisors...

<p>Interest rates determine the cost of borrowing money, and they impact everything from mortgage rates to car loans. When rates rise, borrowing becomes more expensive, making big purchases daunting. But there's a...

Interest rates determine the cost of borrowing money, and they impact everything from mortgage rates to car loans. When rates rise, borrowing becomes more expensive, making big purchases daunting. But there's a silver...

<p>Most planners focus on folks nearing retirement, but if you're in your 30s and 40s and thinking about retirement, it is usually best to start planning early. Your biggest advantage is time. 💡 Did you know that...

Most planners focus on folks nearing retirement, but if you're in your 30s and 40s and thinking about retirement, it is usually best to start planning early. Your biggest advantage is time. 💡 Did you know that...

<p>Maxing out your 401k isn’t just about hitting a number. Most think maxing out a 401k is simply setting your contribution percentage high enough, but there’s a lot more.It’s not just about your employee...

Maxing out your 401k isn’t just about hitting a number. Most think maxing out a 401k is simply setting your contribution percentage high enough, but there’s a lot more.It’s not just about your employee contributions...

We often think that a higher income means financial freedom, but it can actually lead to new pressures and lifestyle creep. It’s easy to let that extra cash disappear into subscriptions, fancy dinners, or vacations...

<p>We often think that a higher income means financial freedom, but it can actually lead to new pressures and lifestyle creep. It’s easy to let that extra cash disappear into subscriptions, fancy dinners, or vacations...

<p>Welcome to Episode 1 of Wealth in Progress!Are you feeling behind financially? If so, you're not alone. Let's talk about the real struggles with money. You’re not broke or irresponsible; you just feel out of the...

Welcome to Episode 1 of Wealth in Progress!Are you feeling behind financially? If so, you're not alone. Let's talk about the real struggles with money. You’re not broke or irresponsible; you just feel out of the loop...