Treybourne Blog

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My Employer Sponsors a 401k Plan – How do I Get Started? What Do I Need to Know?

You know you should be saving for retirement but it’s difficult to make it a priority when it seems so far away.  You have current financial demands – living expenses, paying down student loans, rent/mortgage, etc. and it feels like you don’t have much to contribute to retirement right now, but all you have to do is start with something!  A 25 year-old who starts saving $100 a month, with a 7% rate of return would have close to $265,000 by age 65. One of the biggest advantages that we have is time.  We have time to save and time for our money to grow.  Creating these habits of saving now will pay off greatly when you reach retirement.   How Much Should I Contribute? Most employer 401k plans include a match up to a specified percentage of your contributions.  By not contributing to your 401k, you are turning down part...
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Budgeting – It’s Not as Scary as it Sounds

Have you been putting off creating a budget because it seems overwhelming and scary? Creating a budget doesn’t mean that you have to cut out the things you enjoy or track every dollar you spend. Rather, budgeting helps you to align your spending with what you value most. So where do you start? There are many tools available to make budgeting easier. The spending and budgeting feature of eMoney is one valuable tool offered to Treybourne Wealth clients. Using a budgeting tool, like eMoney, allows you to electronically link your spending and saving/investing accounts, and place your transactions into the appropriate categories. eMoney will recognize repetitive transactions and categorize them for you going forward. Once you have transactions categorized, you can see at a glance where your money is going. From here, you can begin evaluating your spending/saving habits and make adjustments when creating your budget. eMoney is not the only...
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609 Treybourne Drive, Suite B
Greenwood, Indiana 46142
Phone: 317-881-6670 (press 2)
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