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Are You on Track to Hit Your 2025 Goals?

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Are You on Track to Hit Your 2025 Goals?

As we cross the midpoint of 2025, it’s a good time to pause and reflect: Are you on track to hit the financial goals you set for this year?Many of us start the year with clear intentions: paying down debt, increasing retirement contributions, building an emergency fund, or planning for a major purchase like a new home. But with the busyness of life, it’s easy to lose focus. Checking in now allows you to adjust and finish the year strong. 1️⃣ Review Your 2025 Goals Pull out the goals you set in January: Have you made consistent progress? Do your [...]

Reviewing Your Financial Plan: Key Metrics to Check Before Year-End

As we approach the end of the year, it’s the perfect time to review your financial plan and make sure you’re on track to reach your goals. From evaluating your savings and investments to ensuring adequate insurance coverage, a year-end review can bring peace of mind and help you enter the new year confidently. Here’s a look at the key areas to focus on and why each one is essential to your financial health. Short-Term Bank Savings and Long-Term Investment Check-UpSavings and investments are the foundation of financial security, but it’s easy to overlook regular check-ins on your progress. Take [...]

College Savings Strategies: Using the 529 Account for YourChild’s Future

The cost of college keeps rising, making it crucial to start planning early for your child'seducation. One of the most powerful tools in your financial tool box is the 529 college savingsplan. At Generations Planning Group, LLC, we want to empower you to use this valuableresource. This is also a powerful way for grandparents and other loving relatives and friends tocontribute toward a young person’s education. What is a 529 Plan? A 529 plan is a tax-advantaged investment account specifically designed for college savings.Contributions typically grow tax-free, and qualified withdrawals for educational expenses are notsubject to federal income tax. Many [...]