financial empowerment

Getting your financial life on track

Financial Empowerment is about knowing where you stand, understanding your options, and having confidence that your finances are on track

WATCH ! LIVE in the D on Local 4

Nathan Mersereau, CFP®, President of Planning Alternatives shares financial empowerment advice on WDIV’s Live in the D

Making over your Finances on "Live in the D"
Your finances

Keeping Your Finances Secure on "Live in the D"
Keeping your finances secure

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Student Loan Mistakes to Avoid

WEEKLY FINANCIAL TIPS

 

Tip #1

Talk to your children and grandchildren about money, how to build savings habits, what financial terms to understand and how to create a plan for their future.

Tip #2

In 2016, Social Security taxes are assessed on $118,500 of your taxable wages. Any wage above this is free from Social Security taxation which adds to your take-home pay once you cross this threshold. Plan to save this extra money.

Tip #3

Look for simple ways to save money. Adjust your thermostat when you’re out of the house. Shop insurance rates. Lower the temperature on your water heater. Buy in bulk. Review your media – cable, phone, online service.

Fill out the form below to get weekly Financial Empowerment tips in your inbox!

 

Download these resources to help you on your financial journey

 


Planning Alternatives: Asset and Liability Worksheet

ASSET AND LIABILITY WORKSHEET


EXPENSE AND SAVINGS WORKSHEET


Planning Alternatives: Personal Document Locator

PERSONAL DOCUMENT LOCATOR


TIPS ON WHAT FINANCIAL RECORDS TO KEEP


Planning Atlernatives: Cyber Protection Checklist

CYBER PROTECTION CHECKLIST

Connect with us if you’re ready to sit down with a financial advisor for a personal assessment of your situation

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