Empowering Millennials, Gen X, and Gen Z to Pursue Financial Success
At Kibbel Financial Planning, we specialize in providing tailored financial planning services for today's young professionals. Whether you're a Millennial, part of Gen X, or a member of Gen Z, we understand the unique financial challenges and opportunities you face. Our goal is to help you navigate your financial journey with confidence and clarity.
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of...
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...
FAQ
Q
How can I stay involved in the financial planning process?
Actively participate in discussions, ask questions, and stay informed about your financial plan. Regularly update your planner on any significant life changes, and be open to adjusting your plan as needed to stay on track toward your goals.
Q
Are financial planners only for wealthy individuals?
No, financial planners can assist individuals at all income levels. They can provide valuable guidance on budgeting, debt management, and planning for future financial goals, regardless of your current financial status.
Q
What information should I bring to my first meeting with a financial planner?
Bring documents related to your income, expenses, assets, and liabilities. Be prepared to discuss your financial goals, risk tolerance, and any specific concerns or questions you may have.