IN THE NEWS

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May 12, 2020

Tune into FOX40  at the 7am hour as Jeff talks about how you can stay on track to the retirement of your dreams and when it's safe to retire. Take Inventory of Your Savings Click here for a retirement calculator Work with an Expert Rebalance Your Portfolio Seek Other Investment Strategies Consider a Roth Conversion Evaluate Your Plan Click here to learn more about our retirement planning process.

May 11, 2020

Tune into Good Day Sacramento at the 6 a.m. hour as Jeff shares some tips on retirement, whether to retire now or wait it out. Take Inventory of Your Savings Click here for a retirement calculator Work with an Expert Rebalance Your Portfolio Seek Other Investment Strategies Consider a Roth Conversion Evaluate Your Plan Click here to learn more about our retirement planning process.

April 8, 2020

Jeff talks with FOX40 about how millions of people are finding themselves without a paycheck and how to keep your retirement savings on track during tough times.  Maintain a Budget Deal with Debt Boost Your Emergency Savings Plan for the Future Click here for a retirement calculator 

April 6, 2020

Jeff talks with Good Day Sacramento about what the stimulus package means to consumers and the economy.

March 27, 2020

Jeff talks with Good Day Sacramento about dusting off your financial documents. 5 tips for a clean financial house! Dust off Your Budget Download a budget worksheet here De-clutter Your Documents Toss Out Paperwork Clean Up Your Credit Review Retirement Accounts

March 18, 2020

Jeff shares with FOX40 tips for women to take control of their finances and their future!

  1. Create a Budget
  2. Pay Yourself First
  3. Develop a Retirement Strategy
  4. Get Educated

February 11, 2020

Jeff stopped by Good Day Sacramento to share financial tips for soon-to-be moms and dads.  If you’re thinking of starting a family, you may be in for some sticker shock! *On average, parents are spending over $230,000 from birth to age 18! *Source: NerdWallet Plan For Child Care Save For College Get Life Insurance Build An Estate Plan Click here for a life insurance calculator!

January 27, 2020

Jeff talks with FOX40 on how to prevent becoming a tax identity theft victim. Tax identity thieves are ready for tax season, but are you?

  1. File as Early as Possible
  2. Protect Your Computer
  3. Beware of Scams
  4. Adjust Your Withholding
Click here for the new IRS Withholding Calculator Click here to report a suspicious email to the IRS. Click here if you believe you are a victim of Tax ID Theft.

January 14, 2020

Jeff talks with KMAX about tips to get rid of that holiday debt. Assess the Damage Go Plastic-Free Click here for a budget worksheet Balance Transfer Start Preparing Now

December 18, 2019

Jeff talks with FOX40 about four important year-end money moves that could lower your taxes and increase your savings.  Don’t let the ball drop on your finances as the year comes to an end. Estimate Your Tax Liability Click here for the IRS withholding calculator Consider a Conversion Increase Your 401(k) Contributions Plan for 2020

December 12, 2019

Jeff talks with Good Day Sacramento about four important year-end money moves that could lower your taxes and increase your savings.  Don’t let the ball drop on your finances as the year comes to an end. Estimate Your Tax Liability Click here for the IRS withholding calculator Consider a Conversion Increase Your 401(k) Contributions Plan for 2020

November 5, 2019

Jeff talks with FOX40 about the important topics families should discuss and how to get the conversation started. Families have a lot to discuss when it comes to finances, and the holidays are the perfect time to get the conversation started. Click here for a checklist of important financial information

October 10, 2019

Jeff talks with FOX40 about rules we might consider breaking. Age-old financial rules might be helpful, but times are changing and how we manage our finances needs to evolve. Save 10% of Your Income Pay Off Your Mortgage Before Saving for Retirement Don’t Use Credit Cards Get a Tax Refund Click here for the IRS withholding calculator

September 18, 2019

Jeff talks with FOX40 about why it may be time to get serious about exploring your life insurance options. Life insurance is sometimes seen as an unnecessary expense, but it can be a real lifesaver in hard times. Click here for a life insurance calculator

September 4, 2019

Jeff talks with FOX40, about the money moves you should make after a summer of overspending. Between summer concerts, fun getaways and backyard barbecues it can be hard to keep our summer spending in-check. Create a Spending Plan Click here for a budget worksheet 1. Prioritize Your Debt 2. Focus on Saving 3. Plan for the Future

July 26, 2019

Jeff talks with FOX40 about financial tips for raising a family. On average, parents are spending over $230,000 from birth to age 18! (Source: Merrill Lynch) Plan For Child Care Save For College Get Life Insurance Build An Estate Plan Click here for a life insurance calculator!

July 12, 2019

Jeff talks with FOX40 about his four midyear money moves. We’re halfway through the year, and it’s the perfect time to review our finances. Click here for an estate planning checklist.

July 9, 2019

Jeff shares with KMAX four tips to help you take control of your finances! In the hustle and bustle of life, it can be easy to put your finances on the back burner. Budgeting Basics:

  1. Write it Down
  2. Negotiate & Compare
  3. Eliminate Debt
  4. Pay Yourself First
  5. Get started with a debt worksheet here

May 30, 2019

Jeff talks with Good Day Sacramento about 5 personality types and ways to improve our behavior to achieve our money goals. The secret to financial success starts by finding out what drives the decisions we make with our money. Money Worshiper Click here for a budget worksheet Big Spenders Careful Saver The Avoider Risk Taker

May 29, 2019

Jeff talks with FOX40 about the four financial vows you should make with your significant other. For better, for worse, for richer, for poorer! It turns out almost half of couples get married without talking about their finances. Vow to be Financially Honest Vow to Plan Together Click here for a Retirement Calculator Vow to Protect Your Family Vow to Always Communicate

May 1, 2019

Jeff  talks with FOX40 about some of the most important moves to consider when tax planning. Now is the perfect time to start planning for the future.

  1. Adjust Your Withholding
Click here for the IRS withholding calculator
  1. Plan for Charitable Giving
  2. Maximize Retirement Contributions
  3. Diversify Your Savings

April 8, 2019

Jeff talks with Good Day Sacramento about giving your tax refund a refresh - Do you know how you’re going to spend your tax refund this year?

 

Turn Cash into Comfort, Delete Debt, Plan for the Golden Years,Pay it Forward

Click here to check your withholding

March 13, 2019

Jeff talks with Fox40 about how your credit score can have a big impact on your finances! Jeff shares his tips and tricks for managing your credit score.

Click here for a debt worksheet to get started!

February 19, 2019

Jeff shares ways with GoodDay Sacramento how to stop wasting your money and build more wealth in the New Year! Too many of us spend money on eating out or impulse shopping. Download a budget worksheet here

February 8, 2019

Jeff talks with FOX40 about 4 reasons to file your taxes early, this isn’t the year to procrastinate filing your taxes. Time to Plan 1. Get Your Money Back 2. Know What You Owe 3. Lower the Risk of ID Theft Click here to report a suspicious email to the IRS. Click here if you believe you are a victim of Tax ID Theft

January 27, 2019

Jeff talks with FOX40 on how to prevent becoming a tax identity theft victim. Tax identity thieves are ready for tax season, but are you?

  1. File as Early as Possible
  2. Protect Your Computer
  3. Beware of Scams
  4. Adjust Your Withholding
Click here for the new IRS Withholding Calculator Click here to report a suspicious email to the IRS. Click here if you believe you are a victim of Tax ID Theft.

January 14, 2019

Jeff talks with KMAX about tips to get rid of that holiday debt. Assess the Damage Go Plastic-Free Click here for a budget worksheet Balance Transfer Start Preparing Now

January 4, 2019

Jeff  talks with Good Day Sacramento about a few exercises to help get your finances in shape. Studies show improving our fitness and our finances top the list of most popular New Year’s Resolutions. This year, consider combining the two and focus on getting financially fit!

  1. Set Your Goals
Download a budget worksheet here
  1. Start Slow
  2. Build a Routine
  3. Burn Off Fat
  4. Plan Ahead

December 18, 2018

Jeff talks with FOX40 about four important year-end money moves that could lower your taxes and increase your savings.  Don’t let the ball drop on your finances as the year comes to an end. Estimate Your Tax Liability Click here for the IRS withholding calculator Consider a Conversion Increase Your 401(k) Contributions Plan for 2020

December 10, 2018

Jeff talks with FOX40 to offer tips to stay ahead of the Grinch. Shoppers are expected to spend more money this year, and scammers are looking for every opportunity to take advantage of the holiday spirit. Holiday Scams:

  1. Shipping Notification Scams
  2. Grandparent Scams
  3. Travel Scams
Prevention Tips:
  1. Make a List
  2. Check it Twice
  3. Stick to the Plan
Click here to check a business with the Better Business Bureau.

November 27, 2018

Jeff talks with KMAX about #GivingTuesday. A major change to the way charitable giving will affect our taxes, thanks to the Tax Cuts and Jobs Act. Resources to investigate charities: CharityWatch | Charity Navigator | Guidestar | BBB Wise Giving Alliance

November 12, 2018

Jeff talks about a major change to the way charitable giving will affect our taxes, thanks to the Tax Cuts and Jobs Act. Resources to investigate charities: CharityWatch | Charity Navigator | Guidestar | BBB Wise Giving Alliance

October 23, 2018

Jeff talks with FOX40 about about ways you can trick yourself into saving.  A good chunk of people have no savings account at all. That’s dangerous territory when the next expensive car or home repair or unexpected medical bill could be right around the corner. Click here for a link to the Interactive Tax Assistant tool on the IRS website. You will find answers to a variety of tax law questions

August 23, 2018

Jeff talks with Good Day Sacramento about planning for the ultimate vacation destination: retirement! It takes time and effort to plan for a summer vacation. Are you taking the same care with your finances? Follow these steps: Pack Your Suitcase Plan Your Itinerary Protect Your Home Prepare for the Unexpected Get a 5-Star Review Click here to get your free credit report

August 13, 2018

Jeff talks with ABC10 about 3 money lessons your soon-to-be scholar should know before move-in day. High school grads are ready to fly the nest, but there are a couple more classes they need before they can take flight! Lesson #1 - Build a Budget - Click Here for a College Budget Builder Lesson #2 - Be Careful with Credit Lesson #3 - Read the Loan Fine Print  https://www.budgetworksheets.org/templates/college-student-budget-worksheet

July 5, 2018

Jeff talks with KMAX about the four questions couples need to be asking before walking down the aisle. Before you say “I do”, get to know the financial side of your partner. Q1: Are you a spender or saver? Click here for a budget worksheet Q2: How much debt do you have? Click here for a debt worksheet Q3: How many kids do you want? Click here to calculate your child’s costs Q4: How will we save for retirement?

May 15, 2018

Jeff talks with Good Day Sacramento about the Class of 2018 and share tips to help recent grads and their parents.  Why the Class of 2018 still has a lot to learn when it comes to financial matters! Many are relying on Mom & Dad to pay their bills, like groceries, insurance or rent. Track Every Dollar Pay Down Debt Give Yourself a Head Start Save For Emergencies Click here to see how much parents’ finances can be affected by helping adult children.

March 26, 2018

Jeff talks with KXTV about how to revamp your refund and make your money work for you. Buy a new gadget or pay off the credit card? Go on a sunny vacation or start an emergency fund? 62% of Americans are expecting to get a tax refund this year. Revamp Your Refund

  1. Buy Your Financial Freedom
  2. Get Peace of Mind
  3. Upgrade Your Retirement
  4. Invest in the Future - 529 Plan Information
  5. Generate Good Karma
  6. Treat Yourself
529 Plan Information | http://www.savingforcollege.com/

March 26, 2018

Jeff Bangerter talks about 5 smart money moves to consider now that it’s in effect. Tax reform is officially in place. Over the next several months, the changes could start adding up. Check Your Withholding

  1. Increase Your Savings
  2. Take Advantage of Low Interest Rates
  3. Ask for a Raise
  4. Speak to a Professional
Click here to see your new tax bracket Click here for the IRS calculator

March 12, 2018

Jeff Bangerter talks with KMAX about March Madness. While your co-workers are busy building their brackets and cheering on their teams, you can use this time to up your financial game, the Final Four money lessons that March Madness can teach us:

  1. Set Your Goals
  2. Build Your Bracket
  3. Click here for a budget worksheet
  4. Watch Out for Busters Here

February 12, 2018

If your budget is in the red and you’re feeling blue, you better skip that fancy dinner for two! Jeff Bangerter shares with KMAX some simple ideas to show our loved ones how much we care without breaking the bank.

 

DIY Date Night (save $100)

Skip Gifts (save $25-$50)

Make it a Competition (save $80)

Click here for more money-saving date ideas!

January 16, 2018

Jeff spoke with KMAX about 5 things you should have in your holiday debt, hangover kit. Planner to Stay on Track Click here for a debt worksheet

  1. Movies for Frugal Fun
  2. Gloves to start a Snowball Effect
  3. Cell Phone to call for a Lower Interest Rate
  4. Holiday Card as a Reminder to Save for Next Year

December 11, 2017

Jeff shares with Good Day on how much you should tip in every situation. Tips to to tipping; your hairstylist to your housekeeper... your daycare provider to your dog walker... these people make our lives easier all year round! 

Click here for a general tipping guide.

Click here for a holiday tipping guide.

November 15, 2017

There’s more to do than plan your New Year’s party - the final months of the year are an important time to take a good look at your finances. Financial professional Jeff Bangerter talked with KXTV about five smart money moves to make before December 31st that will help your finances in 2018 and beyond!  1. Prep For Tax Season 2. Reduce Your Tax Bill 3. Set Your 2018 Financial Plan 4. Convert to a Roth IRA 5. Check Your Insurance             Click here for a life insurance calculator

November 13, 2017

Jeff Bangerter talks with KMAX about how to make the most of your donation when you’re giving back on a budget. The holidays put us in a giving mood, and that includes donating to charity. Last year, Americans gave a record $390 million! It’s not huge gifts from the wealthy; it’s smaller donations from individuals and families.

  1. Choose Wisely
CharityWatch | Charity Navigator | Guidestar | BBB Wise Giving Alliance
  1. Find New Uses
Turn Items into Cash
  1. Create a Paper Trail
  2. Put in the Hours

October 11, 2017

Jeff Bangerter talks with KMAX about better ideas for grads struggling under the weight of student loans: 1. Start Studying Click here to for a student loan guide from the Consumer Financial Protection Bureau 2. Don’t Miss Payments 3. Attack the Debt 4. Think Long-Term

September 12, 2017

Jeff Bangerter speaks with Good Day Sacramento (KMAX) about 4 quick ways to detox your spending and reboot your budget.

  1. Take a Fiscal Fast
  2. Note Every Nickel
Click here for a Budget Worksheet
  1. Go All Cash
  2. Purge Your Place

August 9, 2017

Jeff Bangerter talks with News 10 (KXTV) about how to save when shopping for back to school. Every kid wants to sport the latest supplies while walking the halls in style. : Set a Budget Click here for a budget worksheet

  1. Scope out the Supply List
  2. Get the Kids Involved
  3. Follow Your Favorite Stores
  4. Avoid Penalties

August 8, 2017

Jeff Bangerter speaks with Good Day Sacramento (KMAX) about 5 common money mistakes students are making. You may have passed math and science, but did you get an ‘A’ in personal finance?

  1. Drowning in Debt
  2. Paying Penalties
  3. Spoiling Your Score
Get your free credit report by clicking here.
  1. Falling for Fraud
  2. Tuning Out Tuition

July 11, 2017

Tune in to watch Jeff Bangerter talk with Good Day Sacramento, on how to be careful when you book your summer fun! From fake vacation deals to bogus concert tickets, scammers are out in full force. Top 4 Summer Scams

  1. Summer Travel Scams
  2. Summer Job Scams
  3. Home Improvement Scams
  4. Concert Ticket Scams

If you need to file a complaint with the Better Business Bureau click here to get started.

June 13, 2017

Jeff Bangerter explains how parents can provide an education with that first paycheck: For teenagers, a summer job is the first taste of financial freedom. But parents have a job, too: teaching those teens financial responsibility.

1. Everyday Expenses

2. Long-Term Savings

3. Very Long-Term Savings

4. Gift of Giving

  Click here for a teen budget worksheet

May 16, 2017

Jeff Bangerter explains why more of 70% of college grads have student loan debt looming, and the average balance is $37,000 and getting a tassel doesn’t have to be a financial hassle. Money mistakes the Class of 2017 should avoid: Mistake #1 - Defaulting on Your Loan Mistake #2 - Not Having a Budget -  Click here for a budget worksheet Mistake #3 - Ignoring Your Retirement Mistake #4 - No Money in the Bank

May 10, 2017

Watch Jeff Bangerter on May 10th in the 6am hour - From childcare to college to cell phone bills, moms pay a steep price for their bundles of joy. And that’s one of the reasons we set aside one day every year to say thank you to Mom. This Mother’s Day, financial professional Jeff Bangerter talked with Good Day Sacramento to break down the price tag of a mother’s love! Babies: Childcare Children: Extracurricular Activities Teens: Car Insurance Students: College Young Adults: Cell Phones Click here for a cost of raising a child calculator

May 9, 2017

Jeffrey Bangerter talked with Sacramento's News 10 about Black Friday mistakes.

May 8, 2017

Jeffrey Bangerter talked with Sacramento's Channel 31 Good Day Sacramento about Financially Happy Couples.

May 7, 2017

Jeffrey Bangerter was asked by Sacramento's Channel 10 News to help a struggling family with their finances.

May 6, 2017

Jeffrey Bangerter met with Sacramento's Good Day Sacramento Channel 31 to talk about your Fiscal Health.

May 5, 2017

Jeffrey Bangerter of Bangerter Financial Services, Inc. met with Sacramento's News 10 to talk about the benefits of filing taxes early.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@BangerterFinancial.com or call us at 916-965-1879 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.