Financial Planning and Wealth Management

4 Retirement Tips to Help Ease Your Transition

If you’re like most new retirees, you probably have a wish list of things you look forward to doing in your free time. Travel. Visit with your grandkids. Do more volunteering. It’s a great time in your life, but it’s also a big transition financially, as you move from relying on employment income to living on your retirement savings. With this in mind, we’ve put together another important list for you: four essential retirement tips that can help you ease into your next chapter.
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Author SAC FCU Managing Editor

Financial Planning and Wealth Management

Estate planning – it’s not just for retirees

When many adults hear the words “estate planning,” they immediately assume it’s something their parents should be thinking about. But it’s worth considering at a young age, says Beverly Hobbs, AAMS®, an LPL Financial Advisor with SAC FCU Wealth Management, especially if you’re a parent or guardian.

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Author SAC FCU Managing Editor

Financial Planning and Wealth Management

Financial Tips for Freelancers

Transitioning from a corporate job to self-employment can feel overwhelming but exhilarating. You might be giving up steady paychecks (and all those break room snacks), but you’re gaining the thrill of being your own boss.

Get started right by creating a financial tracking system that will help you keep a budget in line, pay your taxes correctly, and manage expenses. Here are five financial tips for kicking off your freelance career.

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Author SAC FCU Managing Editor

Financial Planning and Wealth Management

Financial resolutions that work: Looking back to move forward

With the new year around the corner, it’s easy to look ahead with the best of intentions. “Next year, I’ll manage my budget better.” “Starting January 1, I’ll give up my $5 coffee fix for good.” Facing forward is great, but don’t forget to look in the rearview mirror, too. Taking a realistic look at how you’ve done financially over the past year, and where you stand now, can help you set better financial resolutions for next year. Here’s what to evaluate:

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Author SAC FCU Managing Editor