Using a financial road map to track your progress is a great way to stay organized and accomplish your financial goals. It allows you to get organized by breaking down the steps needed to achieve your short- and long-term financial aspirations. Having your own roadmap can help keep you accountable and remind you why you are working towards these goals.
What is your biggest financial lesson? Three Certified Financial Planner™ professionals and Financial Planning Association NexGen leaders share their biggest financial lessons learned over the years.
Managing debt can be extremely overwhelming. Don’t know where to begin? Adviser Haley Tolitsky, guest contributor for "The Street," helps you get started and move forward.
One of the biggest financial regrets of retired individuals is having waited too long to start saving. As soon as you become eligible, take the time to understand your retirement plan options and get signed up! Adviser Haley Tolitsky provides this guide to get you started.
There is an abundance of new acronyms and words these days in the financial world and stock market. It can be overwhelming and challenging to keep up with these unfamiliar terms and to determine what the future of finance will look like. How does this trendy terminology relate to your investments, financial plan and the dental industry? Stay tuned.
With a little extra work, you can potentially save a lot of money when it comes to your future trips. Adviser Haley Tolitsky, guest contributor for "The Street," shares her top tips for financially sound travel planning.
There are a lot of “rules” out there when it comes to personal finance. Be sure to fact check your sources and keep your personal situation in-mind.
Understand the differences between the two strategies before you take action.
If you want to have a successful financial plan, you need a budget. But it doesn't have to be as complicated as you may think.
There is ambiguity in future legislation surrounding retirement savings, taxes, student loans, and COVID-19 support. The Biden proposals could alter the retirement plan landscape, which some anticipate to be a potential heavier regulatory hand in order to promote better workplaces and employment opportunities for all. There is anticipation within the first 100 days of the Biden administration to mandate employers to provide auto-enrollment plans so that almost all workers will have access to an 'automatic 401(k),' and we may see additional incentives for adopting these plans. For small- and mid- sized businesses there is an attractive option that is new this year to consider with several key benefits: a PEP.
It’s time for new resolutions and goals - here are four simple steps to get your financial ducks in a row. Bob Powell from The Retirement Daily, 'The Street', a financial news and financial literacy website, interviews adviser Haley Tolitsky about how to kick-off the new year strong when planning your finances in this edition of the NextGen Money topic.
Watch adviser Haley Tolitsky outline the details of the homebuying process on 'The Street', a financial news and financial literacy website. Bob Powell from The Retirement Daily interviews her about her new homebuying purchase for this edition of the NextGen Money topic.
Most likely your financial situation and goals have shifted slightly over the past year. Reviewing and updating (or creating) your financial plan may seem cumbersome, but it's crucial for establishing a successful financial future. Financial Planner Haley Tolitsky outlines steps to take to tidy up your finances and prioritize for the upcoming year on 'The Street', a financial news and financial literacy website.
Financial Planner Haley Tolitsky has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification.
Young professionals face a variety of financial challenges, such as paying off debt, saving for the future, navigating workplace benefits, and starting a family. It can seem overwhelming to understand what you should be doing now for a successful future. Given recent uncertainty surrounding COVID-19 and market volatility, now is a great time to review your finances and make an actionable plan.
We are excited to support our dental community as a hole sponsor in the 2020 Golf Challenge by the North Carolina Dental Society Foundation being held in Pinehurst, NC on August 13th - 14th. Updated August 2020: The NCDS raised more than 40 thousand dollars for the NC Dental Society Foundation through this year's Golf Challenge. Proceeds help fund the NC Missions of Mercy (MOM) program and its dental clinics.
An improved type of retirement plan solution has been announced. The Pooled Employer Plan (PEP) is a single plan that bundles together unrelated employers from unrelated industries. As a member of a PEP, the employer does not take on additional risk associated with other employers in the plan. By facilitating access to high-quality retirement plans at a reasonable cost, PEPs are expected to give small businesses an additional incentive to provide retirement benefits to their employees.
There is no question that the coronavirus pandemic will be remembered as a challenging and devastating time in history for all, however; we can take this time at home to focus on what we have accomplished so far and what we would like to continue to improve on for the future.
How the SECURE Act of 2019 can augment retirement planning for small businesses and help mend the gap of the retirement crisis.
We are pleased to be a co-sponsor of the 2020 Cape Fear Dental Study Club. The purpose of this club is to collaborate with local dentists on difficult cases to create ideal treatment plans for patients.