There is a direct correlation between how individuals manage their money and other challenges impacting their savings ability. Certainly, inflation and the rising cost of food affect your ability to have “extra money” left over to save. However, having and implementing a plan prioritizing setting aside money for savings is a great way to overcome […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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.

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 […]

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.