7 Great Financial Fitness Ideas Instead of Material Gifts for Valentine’s Day
It’s almost Valentine’s Day. You may already see the decorations, candy, and teddy bears in stores and advertised via email. However, this year you may…
Category: Retirement
Do I Need An IRA?
I’ve had many people ask do I need an IRA? So many individuals don’t know what an IRA really is and why they need one.…
The Rise of the Automated Financial Advisor
Have you heard of automated financial advisor platforms? You may be able to get started investing with less than you think. Usually when you…
Women & Finance: You Have to Have Your Own Money Skills
I was speaking to a woman about money and monitoring expenses when she admitted that she “just let’s her husband handle everything.” When she…
How to Create Financial Security: 3 Headed Approach
Financial security can mean different things to different people. When looking up the definition of security, I found “freedom from risk or danger, safety” and…
What is the Difference Between Financial Advisors, Planners, Consultants and Coaches
You’re on a journey to make progress with your money and build wealth. As you’re working on increasing your net worth and investing for retirement…
Why Your 401(k) Isn’t Enough!
No matter your age you hear about 401(k)s and IRAs, retirement investment accounts. You hear over and over that you need to be ready for…
10 Actions Needed for Financial Freedom
The terms financial freedom and financial independence generally refer to the same concept or ideal. However, individuals consider them to mean different things. For some…
These Are Not Great Ways to Save Money on Taxes
During tax season, most people get a refund after filing their taxes. Many of us then start to consider how we can save money on…
Financial Items You Need to Review
When you start a new job you have a lot of paperwork to fill out in order to set up your benefits. You’re told about…