Tag: Kathleen Ownings

Financial Fears Surrounding the Global Pandemic: How Should We React?

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings, is a Principal and Financial Advisor for Westbilt Financial Group.

Some Key Talking Points From Kathleen Owings
on Financial Fears Surrounding the Pandemic:

People are closely watching the stock market’s reaction to every twist and turn in the story of our current pandemic crisis. Should people be overly concerned? What should we do? How can we protect our investments?

Continue reading “Financial Fears Surrounding the Global Pandemic: How Should We React?”

Everyday Ways To Be A Financial Role Model For Your Child

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

 

Some Key Talking Points From Kathleen Owings
on How Parents Can Be a Financial Role Model:

https://www.forbes.com/sites/lizfrazierpeck/2019/08/05/everyday-ways-you-can-be-a-positive-financial-role-model-for-your-child/

Money-Saving Advice for New Grads During Challenging Times

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

 

Some Key Talking Points From Kathleen Owings
on Money-Saving Advice for New Grads:

    • Navigating the job market can present its own challenges during a pandemic, but we are also in unique times thanks to technology. Perhaps a new grad is not networking at a job fair in person, but those types of events have moved to a virtual job fair. Look for those same opportunities that you would pursue in-person and see if they have been moved online.

Continue reading “Money-Saving Advice for New Grads During Challenging Times”

Digital Financial Planning During the Pandemic

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

 

Some Key Talking Points From Kathleen Owings
on Digital Financial Planning Options:

401k Investments Amid the Current Coronavirus Crisis

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some Key Talking Points From Kathleen Owings
on 401k Investments Amid the Current Coronavirus Crisis:

It is completely normal to feel nervous and less than secure sometimes when it comes to our investments—especially when the country (even the world) seems to operating on shaky grounds. But even though we are experiencing some major market volatility amid the Coronavirus, here’s some helpful, solid advice when it comes to long-term investments like your 401k:

  • Investors should remain calm and not make any rash decisions about their investments in the midst of these market movements.

Continue reading “401k Investments Amid the Current Coronavirus Crisis”

The Coronavirus Threat and Your Investments: Should You Freak Out?

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some Key Talking Points From Kathleen Owings
on the Coronavirus Threat and Your Investments:

People are closely watching how the stock market dropped last week and are starting to get nervous. The Fed adjusted interest rates, yet the market didn’t react as positively as they had hoped (that day). Should people be overly concerned? 

Continue reading “The Coronavirus Threat and Your Investments: Should You Freak Out?”

401(k) Contributions Advice

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some key points that Kathleen Owings
on 401(k) Contributions:

Before Increasing Your 401(k) Contributions

The first thing I encourage clients to think about before they increase their contributions is how much debt do they still have. Student loans, car loans, personal loans are all too common. So, before a client increases their contributions I ask them to look at the debt to see if those additional dollars can be put towards the debt. If they have the debt under control, then we also look at college savings for their kids. If they have not started a 529 savings account for their kids then that is another place we would look for additional savings.

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Practical Tips for Dealing With Debt

Interview Kathleen Owings.

Kathleen Owings, a Financial Advisor and Principal Owners of Westbilt Financial Group, can discuss some simple, yet practical ways that people can get get out of debt and get their finances back on track.

Talking points that Kathleen Owings
On Overcoming Debt:

Debt can be very overwhelming and may make one feel like he or she has no control over your finances.