I WILL MEET YOU WHEREVER YOU ARE ON YOUR FINANCIAL JOURNEY,
WHETHER YOU are A millionaire or
living paycheck to paycheck and WANTing TO ELIMINATE DEBT.
I WILL MEET YOU WHEREVER
YOU ARE ON YOUR
FINANCIAL JOURNEY,
WHETHER YOU WANT TO ELIMINATE DEBT OR
ARE A MILLIONAIRE.
Discover a tasting of the Ultimate Guide to Saving Money and Amplifying Wealth with this Blog providing 13 Powerful wealth-building tips! Unlock the secrets to financial success and learn how to save money effectively. From budgeting and smart investments to frugal living and wealth-building strategies, this comprehensive resource will empower you to take control of […]
Read More
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 […]
Read More
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. […]
Read More
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 […]
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 […]
Read More
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.
Read More
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.
Read More
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 […]
Read More
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.
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.
Read More
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.
Read More
Of course, foundational financial goals are important, but for Millennials, these non-obvious financial goals are the ones that you will look back on and think, “I am so happy I did these too.” While disability and term life might seem like goals that no one is concerned about now, the benefit is more significant than you can imagine
Of course, foundational financial goals are important, but for Millennials, these non-obvious financial goals are the ones that you will look back on and think, “I am so happy I did these too.” While disability and term life might seem like goals that no one is concerned about now, the benefit is more significant than you can imagine
Read More
Instagram
LinkedIn