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An Engineer's Guide to Financial Planning Thumbnail

An Engineer's Guide to Financial Planning

As an engineer, you already likely know the importance of accurate input when it comes to the final equation, which may put you ahead of the game when it comes to managing your finances. Below are a few ways engineers could apply their skills to their financial planning process.

IRS Announces New 2024 Income Tax Brackets Thumbnail

IRS Announces New 2024 Income Tax Brackets

The Internal Revenue Service has elevated the thresholds for its seven tax brackets by 5.4% in 2024. Understanding and leveraging these changes in strategic tax planning with a financial advisor can significantly impact one's tax liability.

Back to Basics with Budgeting Thumbnail

Back to Basics with Budgeting

Sitting down to figure out your budget can be a daunting task, especially if you don’t know where to start or what you’re specifically budgeting for. The following tips offer simple ideas to help you get your finances on track once and for all.

Pursue Financial Fitness Like You Do Your Physical Fitness Thumbnail

Pursue Financial Fitness Like You Do Your Physical Fitness

The blueprint for your physical fitness is not much different from the plan you create to pursue your financial aspirations. They both involve setting clear goals, consistent discipline, continuous learning and accountability/support. Check out four ways the financial and physical fitness game plans of high-performance individuals are more alike than you think.

What is Financial Wellness?   Thumbnail

What is Financial Wellness?

January is Financial Wellness Month! Financial Wellness usually encompasses three key areas: Taking control of your money, determining how safe your money is and planning what to do with your money. We're breaking down what exactly financial wellness is and how you can achieve it.

Ringing in the New Year in Your Golden Years Thumbnail

Ringing in the New Year in Your Golden Years

Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential. Read our blog about Ringing in the New Year in Your Golden Years.

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