Tag Archives: financial planning

Got 5 minutes to fix your 401(k)?

Five minutes is all it takes to make sure you stay on track financially I...

Struggling With Money Anxiety?

If you are like many other Americans, the news headlines may be giving you financial...

Another Excellent Solution for Unused 529 College Funds

You know that unused 529 college funds can now be rolled to the beneficiary’s Roth...

What Your Parents’ Generation Says About How Likely You Are To Inherit

There are now almost 23 million Americans with a net worth of over $1 million,...

Last Minute Money Moves: Why You Should Consider A Roth Conversion in 2024

No pressure, really! But just a reminder that the clock is ticking. ⏱️ Financial planners...

New ‘Super Saving’ Opportunities for Workers 60-63

Starting in 2025, the new super catch-up provisions will let savvy 60-63 year olds stuff...

Don’t Outsource Your Financial Security

Don’t outsource your financial security to a man or anyone else. This powerful testimonial from...

Health Insurance: Here’s a Glimpse of What Health Insurance Costs

So many misconceptions out there about what 👩‍⚕️ ⚕ REAL LIFE ⚕ 👨‍⚕️ health insurance...

Learning About Money One Day at a Time

When I bought my first home at 28, I had to ask my big brother...