Tag: budget
Investing 301: Getting Started
By Natalie Hayes Schmook, MBA, CFP, CVA, Hayes Wealth Advisors
We’ve discussed how stocks are categorized and types of investment vehicles. This month let’s explore...
Are You on Track WIth Your Retirement Planning this Year?
By Natalie Hayes Schmook, MBA, CFP, CVA, Hayes Wealth Advisors
The IRS increased limits on retirement plans for 2023, so halfway through the year is a...
The 50/30/20 Approach for Personal Budgeting
By Natalie Hayes Schmook, MBA, CFP, CVA
A regular question I see from ODs (especially recent grads) is, what is a normal budgeting breakout for...
Money Talk: Personal Spending Is a Mission-critical Piece to Retirement Planning
By Natalie Hayes Schmook, MBA, CFP, CVA
When doing financial planning for OD clients, one of the first questions I ask them is if how...
