Category: Money & Taxes

Do you know where your money goes?

12/19/2019

What are people doing wrong?

A financial adviser writes about some of her basic concerns about people and their money. See what she says and whether or not you agree.

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The millionaire next door

11/7/2019

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Are you a potential millionaire?

What are some of the traits and practices of millionaires? Are you a candidate for that level of wealth? Take a look at some interesting facts based on the book, “The Millionaire Next Door.”

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How they paid off debt quickly

4/18/2019

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Could their strategy help you?

A young couple paid off $17,000 in student loans in several months’ time. What was their strategy? Take a look at their spending plan and see if some or all of their ideas would work for you. For example, they set goals together. What else?

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Have you made these 3 tax moves?

10/11/2018

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Simple tax strategies worth considering

It’s fall, and tax season will be here before you know it. Here are some simple ideas you can implement to make your life that much easier come tax time.

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The opposite of a budget

8/23/2018

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Can these budgeting ideas help you?

Here’s an interesting perspective on budgeting. It involves 3 money buckets. Take a look and see if this would work for you – and why or why not.

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Will you end up wealthy?

3/29/2018

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11 indications you might be wealthy

If you can pay your bills now and are working toward a comfortable retirement, maybe so! These 11 signs indicate whether you may be on your way.

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Looking to tap into your 401(k)?

3/1/2018

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What to know about tapping your 401k

What are the pros, cons and important facts to keep in mind before pulling money from your account? Find out here.

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Is Social Security at 66 preferable to 70?

2/22/2018

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What is the optimal age for Social Security?

There’s lots of debate about which age is best to begin collecting your Social Security. See what this columnist has to say and let us know what you think.

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Over age 50 with no retirement savings?

2/8/2018

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Recharge your retirement savings!

Studies show that about 50% of near-retirees have little or money no put away. What can you do? Here are some ideas that could set you on the path to success!

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Does retirement preparation involve risks?

11/30/2017

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If you want a comfortable retirement, would taking a few risks be wise, or is it better to play it safe? Take a look at this story, then contact Rea & Associates, LLP to go over your retirement strategies. Phone us today at 209/521-2727.

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Welcome to our blog

Do you know where your money goes?

The millionaire next door

How they paid off debt quickly

Have you made these 3 tax moves?

The opposite of a budget

Will you end up wealthy?

Looking to tap into your 401(k)?

Is Social Security at 66 preferable to 70?

Over age 50 with no retirement savings?

Does retirement preparation involve risks?

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