First Paycheck, First Plan: Budgeting and Building Wealth

Getting your first “big kid” paycheck is exciting. But what you do next can greatly influence your financial future. Instead of spending your income impulsively, consider using it as a base for long-term wealth building. At Great Plans Capital Management, we focus on helping new professionals establish sound financial habits early on. Here are the […]

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College Savings When Tuition Keeps Rising: 529 Tactics That Help

With college costs climbing steadily, many parents are wondering how they can possibly keep up. The good news is that with thoughtful planning and the right tools, you can prepare for future education expenses without compromising your retirement or overall financial health. One of the most effective tools available is the 529 college savings plan.

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Is It Time to Rethink Your 401(k) Contributions?

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.

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How Inflation and Tariffs Could Affect Your Investment

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

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Can You Pay Off Student Loans and Still Build Your Savings?

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,

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Avoid These Costly Retirement Mistakes

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

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