7 Ways to Use Your 529 Plan
Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day? In honor of that day we wanted to provide seven ways to put a 529 plan to use. What constitutes a qualified educational expense? When…
Unlocking the Secrets to a Successful 401k Rollover, Ep #85
Rolling over your 401K is a complicated process so we brought in a few experts, Angela Keeley-White and Heather Gudac, that have helped our clients rollover hundreds of 401K’s. Understanding the unexpected roadblocks surrounding a 401K rollover is a…
Are You Winging Your Financial Future? Ep #84
Ask yourself how you feel about your financial future? Do you feel it’s secure and well planned out or are you just winging it? Winging it is a great idea for a Sunday afternoon drive or deciding to…
Sold Your Business, Received an Inheritance? Here’s the Next Steps Ep #82
You’ve just sold your business. Or maybe you received an inheritance. Making decisions on how to handle the lump sum proceeds can be paralyzing. Most of us fear making a mistake with the money and when the stakes are…
Everything You Need to Know About the New Federal Tax Forms, Ep #81
Have you checked out the new federal tax forms? Waiting until the last minute to prepare your taxes this year will leave you surprised. With the new tax code, it’s a good idea to give yourself plenty of time…
How Do Millionaires Spend Their Time?, Ep #80
It wasn’t that long ago that the most popular television show in America was named “Who wants to be a Millionaire?” Before that, in the 1980s, we were enamored with “Lifestyles of the Rich and Famous.” There’s something about the…
Money and Relationships: Are We Speaking the Same Financial Language?, Ep #79
Money and relationships don’t always go hand in hand. Making you wonder if you and your partner are speaking the same financial language. If money is causing stress in your relationship, you are not alone. 31% of couples say that…
Our 2019 Investment Outlook, Ep #78
A common question I receive is now a good time to invest? Or what should I invest in? I don’t have a crystal ball so I can’t time the markets (quick tip: no one else does!). That said, over the…
The Habits it Takes to be a Successful Investor, Ep #77
What are particular habits you see in successful investors? So often when markets become choppy, we get hyper-focused on the outcomes of our investment strategies. But successful investors focus much more on a system to guide their decisions, which limits…
4 Secrets to a Happy Retirement, Ep #76
If asked, most people are hopeful they will have a happy retirement. They’re just not sure they’re taking all the necessary steps to get there. We all have those moments in our busy lives where we stop and ponder, am…
