Posts tagged Financial Planning
Young Professionals’ Choices in Day-to-Day Spending Can Impact Financial Future

Spending index research conducted by Princeton Survey Research Associates revealed that young professionals are spending significantly more than their elders in four of the six categories examined in the survey. The survey confirmed that many adults in the 22 to 37 age group were falling victim to common daily spending vices that can lead to larger financial struggles.

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Client Services Beyond Investing

Here at River Wealth Advisors, we love what we do. Our work provides us with daily opportunities to help clients clear away the uncertainty involved with financial decisions and move forward in their lives with confidence. Much of our work is focused on the development of portfolio objectives and the oversight of investment strategy, helping clients marry their goals and objectives with their resources. Portfolio management and planning are critically important components of our day, but our job does not end there.

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Retirement Advice – Pass It On to Your Millennials

One question we often get at River Wealth Advisors from our clients is how they can help their adult children jump-start their retirement savings. The answer that applies to everyone is “get started now”; no matter how small, your savings will add up over time. Don’t underestimate the power of compounding returns.

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Year-End Financial Considerations

Whether you’re ready or not, the end of the year is quickly approaching.  Now is the perfect time for investors to review their portfolios to take care of any year end items and align investment goals with any upcoming life changes. The first thing you want to take a look at is to make sure that you have maximized contributions to your 401(k), IRA, Roth IRA, or other retirement plans. 

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Cost Of College Derailing Parents Retirement

A generation ago, a much smaller number of American high school students planned on attending college in the future. Today, nearly 70% of high school graduates are enrolling in college. The increase in the number of students attending college, along with skyrocketing tuition costs, has left many families financially unprepared for higher education.

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