Episódios
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There are some myths as well as pros and cons of different down payment percentages. Whether you're a first-time homebuyer or looking to upgrade, understanding your option for a down payment will help you make informed decisions and find the right plan for your situation.
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To protect yourself, you need to arm yourself with the tools and knowledge necessary to spot the red flags of a scam and the strategies to avoid these potentially devastating intrusions.
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Don't let inertia and the comfort of the status quo keep you from improving your bank experience. Switching banks is not that difficult and can make life easier if you put in a little time up front.
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Under certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child.
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If you are interested in getting help with financial planning and investment management and you want to keep costs under control while avoiding conflicts of interest, consider working with a flat fee financial advisor. It can be a great way to level up your money.
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It can be stressful when you find yourself unable to pay the IRS. It's a situation no one wants to be in, but it's important to know that there are steps you can take to address the issue and find a solution.
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Starting January 1st, 2024, a crucial new requirement for LLCs and most small businesses involves reporting Beneficial Ownership Information (BOI) to FinCEN (The Financial Crimes Enforcement Network). Ignoring this requirement could lead to severe consequences, including substantial fines and imprisonment.
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At the beginning of each year, I choose three words to set the direction for the year. Here are my three words for 2024 and insights to help you use this exercise to find success and fulfillment in your own life.
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Here is a brief summary of some of the changes for 2024 followed by a more in-depth downloadable PDF at the end.
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When you're setting up your budget for the first time, it can often be intimidating to stare at a "blank sheet of paper" trying to come up with your budget categories. So I'm sharing the budget template I use with my clients to help them get started.
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When it comes to securing your legacy and ensuring your loved ones are taken care of, estate planning is the cornerstone of peace of mind. As you navigate this process, one of the primary decisions you'll face is choosing between a will and a trust (or possibly both).
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With all these options available, there is no reason not to get your estate planning documents properly executed. Don't delay any longer.
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Many people believe that debit cards don't offer the same protections as credit cards. But it's not quite that simple.
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If you have struggled with budgeting in the past and you are looking for something that "goes with the flow" a bit more, flow-based budgeting system may be the method you've been looking for.
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Many people often overlook their bank accounts when it comes to estate planning but it's important to include those assets in your estate plan. Even if the accounts are smaller, anything you can do to streamline the process of settling your estate helps make life easier for your loved ones.
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