by | | Featured Posts, Financial Planning
With the recent announcement of one of the most popular budgeting apps, Mint, closing and redirecting users to Credit Karma in March 2024, many are wondering which app to use instead. The short answer is that it depends on your specific needs and what you are looking...
by | | Featured Posts, Financial Planning, Formation, Foundation, Freedom, Retirement Investing, Tax Planning
The New Year is a time for making resolutions to ensure the coming year is a better one than the last. Because January is also Financial Wellness Month, we’d like to help you with the intersection of those two: creating financial wellness resolutions. Improving your...
by | | Charitable GIving, Financial Planning, Tax Planning
Read through the blog here, or skip to our Charitable Planning With a DAF video below. We are big fans of charitable giving as it allows you to really make a difference in the world – especially on causes you are passionate about. You can donate your time,...
by | | Featured Posts, Financial Planning
Missing a financial deadline can have negative consequences on your finances that go beyond just paying penalties. For example, if you don’t set up a solo 401(k) by the tax filing deadline, then you could miss out on an entire year of retirement savings and the...
by | | Financial Planning, Retirement Investing, Uncategorized
Key Takeaways: Millions of people across the United States have forgotten 401(k) retirement accounts. Rolling over the 401(k) into an IRA or a new 401(k) can help to maximize your investments. Diversified investment accounts tend to perform much better than those that...
by | | Financial Planning, Formation, Foundation, Industry News
Key Takeaways: The student loan payment pause from the pandemic will end on September 1st – meaning payments will be due October 2023. We want to make sure that all of our clients with student loans are prepared and have adjusted their spending plans to account...
