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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…
Read MoreConcerned 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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