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 »
When you think about retirement, you’re probably dreaming of all the travel, hobbies, and all the time with loved ones you’ll be able to enjoy. But one major factor that can impact those dreams is healthcare costs. You may not anticipate anything happening, and we really hope nothing does, but you need to have a
Planning for Healthcare Costs in Retirement: What You Need to Know Read More »
Market volatility refers to significant swings in the price of investments like stocks, bonds, and mutual funds. These price changes happen for various reasons, including economic shifts, global events, or even investor emotions. While it might feel unsettling, volatility is not inherently bad. It reflects the market’s dynamic nature and creates opportunities for investors who
How to Navigate Market Volatility Without Panic Selling Read More »
This new year, there’s a lot happening in the financial world. At Great Plans Financial Management, we’re keeping a close eye on key trends, from shifting interest rates to a global economy that’s finding its footing after a few turbulent years. We know that everyday life and politics are already taking up your mind, that’s
2025: Interest Rates, the Global Economy, and How You Can Prepare Read More »
Great Plans Capital Management can streamline your financial strategy and reduce your tax burden. Start planning today to take control of your financial future and ensure a smoother tax season next year.
Optimize Your Finances with Strategic Tax Planning 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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