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Articles tagged with: Wealth Management

Are You Paying Attention to Your Financial Dashboard?

Owning Your Future Requires Deliberate Planning and Careful Attention

06 December 2021

Are You Paying Attention to Your Financial Dashboard?

Driving requires a glance at the dashboard on a regular basis to monitor all of the various gauges that let us know when things are on track and when we don’t have enough gas to get to our destination. The same is true for your finances.

In our time together previously, we have driven through financial planning topics at a relatively high rate of speed. From investment planning, tax strategies, estate planning, and more, we’ve covered a lot of ground.

Throughout this road trip, I’ve mentioned that every good financial team needs a tool to help consolidate all your information to help in planning for your wealth management. At Echo Wealth Management, I have used a tool called the Echo Dashboard for over 15 years, developed and supported by eMoney Advisor. Today, I want to show you the value of utilizing a tool like this.

Seven Strategies to Help You Build A Bigger Nest Egg - Even if You're Playing Catch-Up

It’s Never Too Late to Get Started

29 September 2021

Seven Strategies to Help You Build A Bigger Nest Egg - Even if You're Playing Catch-Up

Have you begun to save for retirement? It is never too early to start planning for your retirement, and in a perfect world, we would all start saving for retirement at age 25 and life would never throw any curveballs to send us off track. Of course, this is far from a perfect world, and that's why so many Americans find themselves playing catch-up and carrying anxiety about never achieving their retirement savings goals.

Today, I want to offer you some powerful techniques you can use to accelerate your savings right now - even if you've waited longer than you would hope to begin saving. Below, we’ll look at seven tactics to help you get serious - and successful - about your retirement nest egg.

Securing a Financial Future for Your Second Marriage

A Checklist to Help You Start This New Chapter on Firm Financial Footing

21 July 2021

Securing a Financial Future for Your Second Marriage

Who doesn't love second chances? Second marriages often bring with them a renewed optimism for the future. After all, you're getting a second chance at “happily ever after.” The best part is that now you have the benefit of more life experience and wisdom.

On the other hand, you're likely to have a significantly more complex financial life than you did going into your first marriage. This means you and your partner must be thoughtful and savvy about how you will manage your finances.

The following seven steps can help you cover your bases and ensure you remain on firm financial footing as you enter this new phase of life together.

Five Steps Single Parents Should Take to Safeguard Their Family’s Financial Future

Build a Strong Financial Foundation Following these Savvy Strategies

21 July 2021

Five Steps Single Parents Should Take to Safeguard Their Family’s Financial Future

In a two-parent household, raising children can be quite the task. Raising children as a single parent brings additional challenges, stressors, and responsibilities – many of which are financial.

Though financially stressful, it’s important to remember that it’s possible to raise a child on your own and have a stable financial life. It merely requires discipline and planning. So, if you’re a single parent and feeling a bit overwhelmed, use these steps as a guide to help you achieve financial security.

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