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Tag: saving

August 10, 2021 Study

Back to School Planning

by Kelly Luethje

Now that it’s August it feels almost impossible not to be thinking about going back to school whether we like it or not! The summer provides a bit of relief from money and loan talk; I hope this post helps ease the transition. As you consider plans for your child’s education or repaying student loans, I’m outlining a few things that we […]

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July 16, 2021 Planning for a trip

Traveling on a Budget? Here is what you should know!

by Katerina Logrono

Key Words: Plan, Plan, Plan! Note: We are not paid or compensated in any way to promote services or products. Our blogs are intended to be helpful for for readers to make the best decisions for them. Before going on a trip, I usually come up with a basic plan covering where I want to […]

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November 16, 2018

Talking Taxes – What Can You Still do this Year?

by Kelly Luethje

As 2018 starts winding to a close, and the holidays start racing toward us, it’s a good time to stop and take stock of how you’ve set yourself up for the 2018 tax season—and if there’s any way you can help maximize your potential tax savings for the year. (And if making any changes in […]

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May 24, 2018

Where to stash your extra cash

by Kelly Luethje

Where to stash your extra cash It’s a dream scenario: You wake up one day, and a windfall enters your life. That tax refund lands,  an inheritance shows up at your doorstep … or maybe you’ve finally scored that promotion you’ve been working for — or have found a nice side hustle that will boost […]

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February 8, 2018

Financial Planning on a Tight Budget

by Kelly Luethje

Just because you are on a “tight budget” doesn’t mean that you cannot have a financial plan to reach your goals. Begin with looking at your own spending each day, week or month. Having a tight budget might be because you have high fixed expenses. Or, it might indicate overspending. When was the last time […]

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January 6, 2018

Beyond Resolutions: What’s your Theme for 2018?

by Kelly Luethje

One year ago I was thoughtful about setting goals and making resolutions for the New Year. But it surprised me, pleasantly, that I ended up with three themes. I used post-it notes and a dry erase board for daily reminders of these themes. It changed my thinking and brought me to a place of living […]

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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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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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January 23, 2016

Let’s Get Started 2016: Financial Wellness

by Kelly Luethje

It’s a new year and that can mean a lot of things. For those of us in New England, January means cold weather. But on the bright side, it also means making chili, snow skiing (my favorite!), and watching all of the best picture nominations. And most importantly, to me, January means starting fresh. I […]

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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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