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Category: saving

January 9, 2017

Can you (should you?) contribute to your IRA for 2016?

by Kelly Luethje

When asking myself this question, I think about my life today. I just returned from an amazing trip to Jackson, Wyoming and Teton Valley, Idaho. As I was high in the mountains skinning 2,000 vertical feet in half a day, I took in the scenic, snowy landscape and thought about how lucky I am to […]

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August 12, 2016

Get Back on Financial Track

by Kelly Luethje

Five financial fixes you can do today. Financial planning is about creating a roadmap customized for you. While there may be specific reasons why you should borrow versus pay cash or lease instead of buy, these five fixes apply to everyone. Organize your financial documents. Create a binder or file your documents for easy access.  […]

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June 10, 2016

Dear 20-something Me,

by Kelly Luethje

Start saving today. Sincerely, Your Future Self That is the piece of advice I most wish I could give my younger self. According to the Fed’s Economic Well-Being of U.S. Households report released in 2015, 31% of 18 to 29 year olds have given no thought to retirement planning. I’m here to change that. The […]

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Willow Planning Group
Phone: 617-943-1433
email: kelly@willowpg.com
Willow Planning Group, LLC is a
Registered Investment Adviser in
the states of Massachusetts, New Hampshire, and Colorado.

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