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WHETHER YOU are A millionaire or
living paycheck to paycheck and WANTing TO ELIMINATE DEBT. 

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YOU ARE ON YOUR
FINANCIAL JOURNEY,
WHETHER YOU WANT TO ELIMINATE DEBT OR
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The Amplify My Wealth Nuggets Newsletter

Although I am a licensed attorney, I do not practice law. Yet, I combine my passion for personal finances by helping people as a licensed registered investment advisor and providing holistic wealth advising for goal-oriented individuals. This blog aligns with my passion for sharing my knowledge with goal-driven individuals looking to enhance their financial literacy and amplify their wealth.

Welcome!
 
Are you ready to simplify your finances, achieve your financial goals, and amplify your wealth?

Let’s connect! Click the link below to schedule your
free 18-minute consultation.
 
Ask Alissa

Join the Amplify My Wealth community on Instagram for even more tips, and connect and connect with me on LinkedIn to learn more ways to amplify your wealth!

ACCESS THE AMPLIFY MY WEALTH GUIDE 

Access The Amplify My Wealth Guide To
Living The Life You Want

Although I am a licensed attorney, I do not practice law. Yet, I combine my passion for personal finances by helping people as a licensed registered investment advisor and providing holistic wealth advising for goal-oriented individuals. This blog aligns with my passion for sharing my knowledge with goal-driven individuals looking to enhance their financial literacy and amplify their wealth.

Welcome!
 
Are you ready to simplify your finances, achieve your financial goals, and amplify your wealth?

Let’s connect! Click the link
below to schedule your
free 18-minute consultation.
 
Ask Alissa

Join the Amplify My Wealth community on Instagram for even more tips, and connect with me on LinkedIn to learn more ways to amplify your wealth!


When you consider whether a high-deductible health plan fits you, compare your other options. Consider your contribution to the premiums and out-of-pocket expenses when receiving healthcare, the coverage itself, and if your doctors are on the plan. Regardless of your health plan choice, ensure that you have set aside enough money to meet the deductible […]

High-Deductible Health Plan & HSA Guide

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Retirement is a stage in life that everyone looks forward to, but it requires careful financial planning to ensure a comfortable and stress-free future. Many individuals wonder how they can determine if they will have enough money to retire. In this blog, we will explore practical steps you can take to assess your retirement readiness. […]

“Will I Have Enough To Retire?”

Retirement is a stage in life that everyone looks forward to, but it requires careful financial planning to ensure a comfortable and stress-free future. Many individuals wonder how they can determine if they will have enough money to retire. In this blog, we will explore practical steps you can take to assess your retirement readiness. […]

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Welcome to a guide to 529 college savings plan! No matter your age, it’s never too early to start thinking about your future education or that of your loved ones. The cost of college can be daunting, but with a 529 savings plan, you can prepare and save for your dreams. In this blog, I […]

A Guide to 529 College Savings

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The best ways to save for retirement for children have more positive results than saving for retirement. Besides the obvious advantage of saving for retirement, teaching your children that they need to work to earn money and the importance of saving for their future also teaches them the importance of a good work ethic, the value of a dollar, and delayed gratification. This is great hands-on learning to help ensure your children are financially secure and knowledgeable.

Best Ways For Kids To Save For Retirement

The best ways to save for retirement for children have more positive results than saving for retirement. Besides the obvious advantage of saving for retirement, teaching your children that they need to work to earn money and the importance of saving for their future also teaches them the importance of a good work ethic, the value of a dollar, and delayed gratification. This is great hands-on learning to help ensure your children are financially secure and knowledgeable.

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The truth about being a successful entrepreneur is complex and multifaceted. Although there is no formula for entrepreneurial success, some common characteristics and strategies help successful entrepreneurs. Read on for essential techniques and tips to help you be a successful entrepreneur. The Truth About Successful Entrepreneurs: Strong Work Ethic & Perseverance The truth about successful […]

The Truth About Successful Entrepreneurs

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We all know someone who seems to have everything they could ever want or need. Or maybe you just don’t know what “the perfect gift” is for someone. Whether someone has a beautiful home, a fancy car, and designer clothes, or you just want to give someone something they would not buy themselves, we have […]

Gifts For The Person That Has Everything

We all know someone who seems to have everything they could ever want or need. Or maybe you just don’t know what “the perfect gift” is for someone. Whether someone has a beautiful home, a fancy car, and designer clothes, or you just want to give someone something they would not buy themselves, we have […]

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Have you ever wondered if you can overfund your emergency fund? Taking these three steps to ensure your emergency fund is the right size will help you establish a solid foundation, making you less likely to run out of money and have financial regrets. A solid financial foundation leads to greater financial security and confidence.

Can You Overfund Your Emergency Fund?

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Are you wondering what you can do with your tax refund? Above all, pausing and saving is the best thing you can do when receiving a tax refund. Also, setting your money aside and determining the best place for it will help ensure you have it when needed. Besides, it allows you to avoid spending it on […]

What You Can Do With Your Tax Refund

Are you wondering what you can do with your tax refund? Above all, pausing and saving is the best thing you can do when receiving a tax refund. Also, setting your money aside and determining the best place for it will help ensure you have it when needed. Besides, it allows you to avoid spending it on […]

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Of course, I will share the Health Savings Account Rules with you. While I love HSAs, I want to ensure you do not overlook the impact of a non-spouse’s inheritance of an HSA. Yes, I also love the HSA’s triple tax advantage, no one seems to discuss: what happens to your HSA if you do not use it all.

Health Savings Account Rules

A Piggy Bank With A Stethoscope around it alongside a pad that says HSA on it. HSA stands for health savings account and why I love them and what you need to know about them

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You can still contribute to your retirement for last year. The time frame for investing for retirement with your employer must be during the calendar year, January through December. But you can contribute to your Individual Retirement Account [IRA] during the calendar year and up to the April tax return deadline.

You Can Still Contribute To Your Retirement

A Piggy Bank With Coins Next To It And Paper Money Sticking Out Of It: You Can Still Contribute To Your Retirement For This Year

You can still contribute to your retirement for last year. The time frame for investing for retirement with your employer must be during the calendar year, January through December. But you can contribute to your Individual Retirement Account [IRA] during the calendar year and up to the April tax return deadline.

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