Planning for your financial future is important and may seem tricky or overwhelming to you. That’s where fee-only financial planners come in! They help by simplifying your finances so you can spend and invest your money wisely. In this blog, we’ll explore their steps to guide you through the financial planning process from fee-only financial […]

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 […]

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 […]

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 […]

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.

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.

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 […]

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.

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.

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.

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 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.

How To Save For A Home
Following these best practices before making a commitment to buying your home will help you avoid unnecessary financial stress and regrets.

Life can be unpredictable, but your finances don’t need to be. Live the life you want with a degree of certainty by planning your personal finances and letting your personalized financial plan guide you.

Life can be unpredictable, but your finances don’t need to be. Live the life you want with a degree of certainty by planning your personal finances and letting your personalized financial plan guide you.