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Moneyline Blog

  • Life Stages: How to Manage Your Finances Throughout the Years. Part 2

    Continuing our topic from our last blog entry…

    40's
    • As your income grows, look for investments and savings plans that shelter some of it from taxes.
    • Use a retirement planning software program or see a financial planner to figure out exactly how much you'll need to have saved to maintain your lifestyle in retirement.
    • Step up personal and employer-sponsored retirement savings accordingly.
    • Review your investment allocation and make sure you are ...

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  • Life Stages: How to Manage Your Finances Throughout the Years. Part 1

    Spring has sprung. Mothers Day is coming, then Fathers Day and Graduations. Life is moving along full speed ahead! This is a great time to reflect on the future and what you need to attend to in order to have the life you want. There are certain times in life when particular money management areas need special focus. The list below may remind you of areas of your finances which need special attention now or ...

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