Financial Planning
Podcast 112: Conversations People Should Be Having (But Don’t)
As a family, have you been putting off important discussions about finances, estate planning, and long-term care? Many of us know we should be having these critical conversations, but they…
Read MoreNext year, you can put more money away for retirement and get a tax break
Boost your retirement savings in 2024! The IRS has announced an increase in the 401(k) contribution limit to $23,000, up from the current $22,500. Individuals aged 50 or older can…
Read MoreWriting your will is ‘not just a question about finances,’ expert says. Here’s why it’s a crucial task
Writing your will may not seem urgent, but it should be a priority. A recent survey by the Center for Retirement Research at Boston College found that only 34% of…
Read MorePodcast 111: Navigating Retirement Finances – Strategies to Help Secure Your Future with CPA Jude Heath
Are you approaching or already in retirement? Join us for this informative podcast as we explore practical strategies to help you manage your finances and secure your financial future. We’ll…
Read MoreWarren Buffett warns there’s only 1 way a ‘smart person’ can go broke — are you making this big financial misstep?
Discover the startling financial realities faced by over 60% of Americans living paycheck to paycheck, as revealed by PYMNTS. Dive into the latest data from the Federal Reserve, exposing the…
Read More8 Smart Things to Do When You’re Broke
When funds are low, these strategies can help you bounce back quickly. With inflation rising, many find themselves with an overdrawn bank account, late rent, and two weeks until payday.…
Read More4 Financial Tasks You Shouldn’t Put Off
Amy Arnott recently shared her biggest financial mistakes, highlighting a common theme of neglecting financial tasks due to busyness or finding them boring. If you have similar tasks on your…
Read MoreHow to save for retirement when you’re in your 30s
Entering your 30s brings increased responsibilities, from purchasing your first home to expanding your family. With the addition of marriage, a mortgage, and the costs of raising children and pets,…
Read MoreHow to Plan for a Potential Inheritance
Prepare for the inheritance wave! Millennials and Gen Xers are set to inherit an astonishing $84.4 trillion between 2021 and 2045, as baby boomers pass on their wealth. Surprisingly, it’s…
Read MoreI’m a Financial Advisor: Here Are 9 Retirement Planning Tips for Freelancers
Freelancers face distinct challenges in retirement planning, lacking traditional employer benefits like sponsored retirement accounts and HR support. With fluctuating incomes, saving consistently for retirement can be challenging. Financial advisors…
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