Q&A: How do I set better financial goals?
Question: How do I set better financial goals?
Short answer: Focus on the 3 S’s in SucceSS: schedule, start, simplify.
Long answer: Click to read…
Top 3: Job Change
1. Evaluate benefits of both CURRENT and FUTURE employer
2. Review insurance coverages and prevent gaps
3. Account for your accounts
The Three Tax Buckets
Taxes will be one of your largest expenses in retirement. In order to create optimal flexibility and improve tax management, develop buckets of money based on different tax rates.
Q&A: Financial Advice
Question: What do you think about (insert miscellaneous financial advice) from my dad/friend/influencer/television personality/stranger?
Short answer: It depends.
Long answer: Click to read…
D: Dedicate dollars to your goals
Financial goals range in size and timeframe. While it may feel necessary to choose which goals to prioritize, the appropriate course of action is…
C: Contribute for your employer match
As an employee for a company, one of the potential benefits offered is a retirement plan. A retirement plan provides the opportunity to save…
Back to Basics: Financial Planning ABCs for Generations X, Y & Z
As member of the XYZs, I understand the unique opportunities and challenges we face around financial planning. We place high value on ease and convenience – seeking education…