by Chase Caudill | Feb 21, 2023 | Blog
Once you have identified your average monthly income and categorized your expenses into discretionary or non-discretionary expenses, it’s time to start coming up with guidelines or strategies for your budget. We’re going to look at several different strategies that...
by Chase Caudill | Feb 17, 2023 | Blog
Before you begin planning your budget, it’s important to understand the different categories that need to be included in your budget. There are two main categories, which are Income and Expenses. There will likely be only 1 or 2 sources of income for most people,...
by Chase Caudill | Oct 6, 2022 | Blog
There are many ways you can focus on saving for your retirement, but what’s most important is that you have a game plan and that you stick to it. In your retirement saving game plan, you need to look at how much you think you may need in retirement to pay all your...
by Chase Caudill | Apr 1, 2022 | Blog
If you are currently participating in an employer sponsored retirement plan or maybe you’re looking at options for your own self managed accounts like a brokerage account or IRA, you’ve probably seen some options for Target Date Funds or Allocation Funds. A lot of...
by Chase Caudill | Sep 29, 2021 | Blog
How much inflation can the country afford before we’re in trouble? Let’s discuss. First, let’s get on the same page about some basics. If you’ve noticed the price of a thing increasing over time (say, your favorite candy bar or the cost of college tuition), that’s...
