Maddi Napiera day ago4 min5 Steps to Build a BudgetMost would recognize a budget as an elementary concept, yet so few people know how to build and follow one. Understanding the dollars arr...
Maddi NapierJul 64 minAll About Roth Part I: The Roth ConversionAll About Roth Part I: The Roth Conversion The concept of “Roth”, while established more than 20 years ago, still creates some confusion ...
Maddi NapierJun 303 minQualified vs. Non-Qualified PlansOne of the foundational concepts in the institutional retirement plan industry (employer plans) is the difference between a qualified and...
Maddi NapierJun 223 minBasics of a Pay StubMost people have an employer as their primary and sole income producer so let’s talk about pay stubs. These usually get delivered every f...
Maddi NapierJun 163 min5 Steps to Adulting You Can Take Right Now1. Get an Emergency Savings Account in Place The first thing to consider doing as a full grown “adult” is establishing a savings account ...
Maddi NapierJun 83 min5 Travel Hacks that will Save you MoneyThe ability to travel and explore new cultures is a common interest among people in all walks of life but it's not typically an affordabl...
Maddi NapierJun 14 minWhat are the Types of Life Insurance?What are the types of life insurance? It’s hard to believe that life insurance has been around since the 1700s and even still is so misun...
Maddi NapierMay 193 minCalculating Your Emergency Savings FundCalculating an Emergency Savings Fund “How much should I have saved for emergencies?” If you’re asking this question, you’re not alone an...
Maddi NapierMay 114 minWhy Contribute to an HSA?Health Savings Accounts are a savings vehicle that were established in 2003 with the passing of Medicare Prescription Drug, Improvement, ...
Maddi NapierMay 42 minWhat College Funding Options Exist?Attending college, for the most part, continues to be highly encouraged in order to find a good job and increase lifetime income but the ...
Maddi NapierApr 204 minWhat is an Employee Stock Purchase Plan (ESPP)?As society and technology has evolved over the years, more and more individuals care deeply about where they work, how they fit into thei...
Maddi NapierApr 83 minFinancial Planning isn’t just about your Money Over the decades, financial planning has taken many forms; from the stock broker who wants to make you rich to the salesperson who wants ...
Maddi NapierMar 314 minRisks We Face in RetirementHistorically, our view of retirement has been very different than it is today. If you look back 100 years or more, many people didn't eve...
Maddi NapierMar 304 minHighlights of the Coronavirus Aid, Relief, and Economic Security (CARES) Act In an attempt to relieve organizations and Americans, the CARES Act was passed on Friday March 27th in response to the concerns mounting ...
Maddi NapierMar 242 minWhat is Dollar Cost Averaging and Why should I Care?Dollar Cost Averaging (DCA) is a method of investing in which an individual puts an identical amount of money into their investment accou...
Maddi NapierMar 181 minCOVID-19 and Your MoneyCheck out my latest video where I collaborate with Kinetix Financial Planning's Travis Gatzemeier to bring you all you need to know as we...
Maddi NapierFeb 253 min5 Things to Consider when Choosing a Financial Planner Choosing a financial planner can be overwhelming. What should you be looking for? We tried to simplify that question by sharing five ques...
Maddi NapierFeb 122 min5 Adventures in Columbus for $5 or Less As Columbus continues to grow and expand, there is certainly no shortage of things to do around the city. While finding an activity isn’t...
Maddi NapierFeb 32 minShould you Invest in an Employer Plan or an IRA?Most of us know that we should be saving and investing in the right places but it can be overwhelming and confusing to know exactly which...
