As we start a new year, this session talked about setting financial goals in 2025: how to prioritize goals, how investing for the short and medium-term goals differs from long-term investing; tax considerations to consider when investing outside of retirement accounts; and how to look back at how your money grew in 2024. This session...
Tag: financial planning
Investing Master Class
Are you wanting to feel more confident investing especially during uncertainty? Are we gearing up for a recession or will the market continue to rise? This financial education session covered: Where to start with investing and the tax perks of a 403b Why holding too much cash (even if the market falls) will negatively impact...