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Tag: Debbie

23 posts tagged as "Debbie"

Celebrate the Journey to Financial Freedom with This Three-Step Process

Jul 2, 2020

By Debbie Placke, Vice President and Manager, Financial Planning Strategies and Marketing

As we were ringing in 2020, who could have imagined what the following months could hold. In February, as news about the virus began, the economy started to spiral. There have been about 47 million unemployment claims since the beginning of the pandemic. That means that millions of Americans are now searching for financial solutions to keep them above water.

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As Education Expenses Continue to Climb, Are You Saving Now or Borrowing Later?

May 29, 2020

By Debbie Placke, Vice President, Manager Financial Planning Strategies and Marketing

This spring and summer the whole world is living through something that has never been experienced in our lifetimes. With the COVID-19 pandemic at its peak and stay-at-home orders in place for most of America causing businesses to close, many people are struggling to keep their heads above water.

In these challenging times, what is happening to your financial goals?

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Year-End Financial To-Do: Create a Plan for the Future

Dec 31, 2019

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing

Bring on the New Year! As you celebrate the end of 2019 and bring on the holiday cheer for 2020 hopefully you feel good in knowing that you have a financial plan for the future. If you don’t have a plan in place, the start of a new year is a great time to start thinking about working with your Benjamin F.

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Year-End Financial To-Do: 529 Plans and Education Expenses

Dec 12, 2019

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing

As the year comes to an end, there are so many things to think about. The holidays, guests, gifts and celebrations are probably all front in your mind. Don’t let all of these things distract you from keeping your finances in check. If you have a child who is attending a private school or university adding extra expenses to your budget,

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Scary Financial Mistakes: What Is Your Financial Plan?

Oct 2, 2019

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing

Ghosts, goblins, monsters, spiders – What scares you? When it comes to your finances, mistakes and oversights can be very scary and costly!  During October, we will review some scary financial mistakes people commit in the hopes that you can avoid making them yourself.

For starters, do you have a financial plan in place? Whether you are just beginning your career,

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Retirement Income Series: How Confident Are You?

Aug 7, 2019

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing and Nick Frigerio, Associate Vice President, Planning and Research Associate

Do you have a plan in place for retirement? Whether you are years away, or retirement is right around the corner, there are probably thoughts swirling in your head on what retirement will look like. This, along with other reasons, is why you should work with your Benjamin F. Edwards financial advisor to set a plan in place.

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Summer Savings Strategies: Budgeting and Saving

Jul 31, 2019

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing

Creating a budget is the simplest way to start working toward achieving your financial goals. As the end of summer approaches, it is a good time to start planning for the approaching holidays as well as looking ahead to next year and the years ahead.

The first step is to get your income and spending under control. Start by asking a Benjamin F.

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Summer Savings Strategies: Fight Inflation

Jul 3, 2019

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

Purchasing power has stayed fairly stable over the last decade, but for anyone who has lived and invested for 30 or 40 years, the effects of inflation on your savings are more prominent. Are your savings dollars hidden away in a coffee can for protection or maybe a safe bank account? If so, inflation may be eating away at those dollars.

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Summer Savings Strategies: Riding the Waves of the Market While Building Your Nest Egg

Jun 19, 2019

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

The Stock and Bond Markets fluctuate up and down daily. Some days the waves are bigger than others, and some investments shoot up and down further than others. Do you have a long-term plan in place to help you ride out the volatile markets?

Timing the market and knowing the perfect time to buy and sell securities is next to impossible.

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boy holding calculator

Summer Savings Strategies: 5/29 Day!

May 29, 2019

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

What is the significance of May 29 (5/29)? Today is recognized at National 529 College Savings Plan Day!

Do you know there is a way to save up for the big expense of a college education that has tax advantages which could help your savings accumulate considerably more growth than a typical taxable savings account? A 529 Savings Plan is an education savings plan that is designed to provide tax-advantaged savings for future education costs,

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