When it comes to retirement planning, your 401(k) is a cornerstone. But simply setting it and forgetting it isn’t always the best approach. Life changes, market conditions fluctuate, and your financial goals evolve. That’s why periodically revisiting your 401(k) contributions is essential. Let’s look at some factors that might indicate it’s time for a review. […]
Is It Time to Rethink Your 401(k) Contributions? Read More »
Let’s talk about something that’s on a lot of people’s minds these days: inflation and tariffs. You’ve probably heard these terms thrown around a lot, but what do they actually mean for your investments? These elements can introduce volatility and uncertainty, yet with a well-informed perspective and strategic approach, they need not be a cause
How Inflation and Tariffs Could Affect Your Investment Read More »
Figuring out how much you need to save for retirement is a big question, and honestly, there’s no magic number that works for everyone. It depends on your lifestyle, when you want to retire, and how you envision your future. At Great Plans Capital Management, we believe in a practical approach, so let’s break down
How Much Should I Save for Retirement? Read More »
Student loans and savings can feel like walking a tightrope, especially for young professionals or those who’ve recently pursued further education. It’s a common concern: how do you balance the urgency of paying off debt with the equally important goal of building a secure financial future? At Great Plans Capital Management, we understand these challenges,
Can You Pay Off Student Loans and Still Build Your Savings? Read More »
The start of your career can be a stressful but also exciting time, filled with new opportunities and experiences. It’s also a crucial period for laying the foundation for your financial future. Many young professionals might think that financial planning is something to worry about later, but the truth is, the earlier you begin, the
Start Financial Planning Early in Your Career Read More »
At Great Plans Capital Management, we believe that first understanding your finances is a crucial step toward achieving your financial goals. Let’s chat about something that often comes up in financial discussions: debt. Now, debt can sometimes feel like a daunting word, but it’s not always a negative thing. In fact, there can be a
Understanding Good Debt vs. Bad Debt Read More »
Even if you diligently save and invest, a few oversights can undermine your efforts and lead to financial headaches later in life. Below, we’ll cover six of the most common, and costly, retirement mistakes to avoid. By staying informed and proactive, you can position yourself for a more secure and fulfilling retirement. Please remember this
Avoid These Costly Retirement Mistakes Read More »
Retirement can feel like something to worry about “later.” But the truth is, “later” arrives more quickly than most people realize. Early and consistent investing is the key to achieving the peaceful, financially secure retirement many envision. Here at Great Plans Capital Management, we encourage individuals to adopt a forward-thinking strategy, focusing on long-term growth
Invest Now, Relax Later Read More »
Paying for college ranks high on the list of financial concerns for many families. With tuition costs rising every year and student debt often taking decades to pay off, parents are understandably eager to find ways to make higher education more affordable for their children. Although there is no single magic solution, a proactive approach
How to Afford College and Minimize Debt Read More »
Money. It’s a subject that can stir up a wide range of emotions—anxiety, excitement, fear, or even guilt. At Great Plans Capital Management, we know how easy it is to get overwhelmed by the complexities of managing your finances. Whether you’re working to save for retirement, grow a business, or manage debt, the pressure can
Take the Stress Out of Money Read More »
Our allegiance to your financial prosperity extends beyond singular consultation sessions. We extend ongoing support and a wealth of educational tools to help you maintain momentum and steadily advance towards your objectives.
Schedule an appointment with us or call (919) 777-8481 today to talk about your financial future.
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