What Does Your Money Mean to You?
What’s the first thing you think of when you think about money? Often these beliefs are embedded in our memory and affect our relationships with money all of our lives.
Stock Market & Pizza Similarities
When the market does decline, what are you going to do? The understandable but poor choice is to sell. The uncomfortable but wise choice is to stay invested, and the best choice is to invest more money.
What If I Am An Entrepreneur?
As a business owner, you have lots of financial planning options to reach your financial goals. A Solo 401(k) might be your solution if you are self-employed with no employees.
Max Out Your Retirement
Have you ever thought “I would like to pay more in taxes”? You can still reduce your 2021 taxes by topping off your retirement account for 2021! The deadline is December 31st.
Flexible Spending Accounts
There are 3 different flavors of Flexible Spending Accounts (FSA’s) - general purpose, limited purpose, and dependent care. Find out the details and determine what works best for you.
Open Enrollment
It’s time to make some choices that will help you save money and build wealth. First, please take a pause...and then read through all of your options. You will miss out on savings if you use a “one click” strategy.
Tax Rate Insurance – Roth IRAs
Did you know that with a traditional 401k account you'll be sharing your retirement income with the IRS? That's right. You'll have to pay taxes on that income. If you want your entire retirement amount to be all yours, consider contributing to a Roth IRA.