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Bringing Everyone to the Table: The Annual Family Budget Summit

Written by: Kathleen McGrath, CFP®, ADPA® The Annual Family Budget Summit The idea of a family budget summit is one of the best financial moves a household can make. Gathering regularly to discuss money goals and spending is hugely beneficial for getting on the same page. For example, the Jones family holds an annual budget…

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Concerned That Your Dreams of Retirement May Be Eluding You?

Shelby Morgan, Founder and Principal of W3 Financial Group, shared his expertise with Akron Life and Leisure Magazine regarding a recent 401(k) participant study by Charles Schwab. “According to a recent study* 14% of American workers think it is unlikely and 49% somewhat likely they will reach their retirement goals. At W3 Financial Group, we…

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