Your “AAA (Aha) Moment!”: The 1st Steps To Financial Wellness
One of the most incredible experiences in life is to have an “Aha, moment!” An enormous sense of relief overcomes you, which comes from the joy of discovering an answer to a most pressing question or issue. The pursuit of realizing your next best feeling, which is to accomplish the goal you set forth, will […]
What Is Financial Freedom?
Defining, finding, and creating it through your lens Many ask, “What is financial freedom?” because the phrase seems vague, undefinable, or unachievable. Financial freedom is. Defining, Finding, And Creating It Through Your Lens Many ask, “What is financial freedom?” because the phrase seems vague, undefinable, or unachievable. Financial freedom is subjective, objective, and personal to […]
The Power Of Health Savings Accounts
Saving for Health Care is Important Health is wealth is one life wisdom you hear often. Investing in your pre-emptive good health and securing health. Saving For Health Care Is Important Health is wealth is one life wisdom you hear often. Investing in your pre-emptive good health and securing health insurance for near and long-term […]
Five Tips To Navigate Your Open Enrollment Season
The start of some seasons brings people joy. There are major sports seasons, both regular-season and playoff seasons. Weather seasons are eventful and evoke happiness, like the freshness of Spring, the colors of Fall, and the leisure of Summer. Some seasons are love and loathe. Winter, for example, begins with excitement with Holiday cheer, events, […]
Reverse Budgeting For High Income Households
Life is short even if you get to live for 100 years. The vision and goals you have in your life, the things you literally dream about, should be prioritized above the mundane responsibilities of being an adult. Reverse budgeting is exactly the tool to use in order to put your aspirations first. It does […]
My Bonus Is Taxed Differently
How Are Bonuses Taxed? Your Bonus Has Arrived! If you expected an end-of-the-year bonus, the payout usually happens within the first few months of the. How Are Bonuses Taxed? Your Bonus Has Arrived! If you expected an end-of-the-year bonus, the payout usually happens within the first few months of the new year. This seems contrary […]
Borrowing Against Your Assets
The key to short-term financing is managing risk responsibly. Knowing when it is wise to leverage your assets and use your resources to get cash. The key to short-term financing is managing risk responsibly. Knowing when it is wise to leverage your assets and use your resources to get cash fast with a strategic plan […]
Charitable Giving, Taxes, High-Income Earners
Bunching Charitable Contributions with Donor-Advised Funds Here is something you might not have ever considered before. High-net-worth households can use the bunching technique to accomplish… Bunching Charitable Contributions With Donor-Advised Funds Here is something you might not have ever considered before. High-net-worth households can use the bunching technique to accomplish charitable goals while employing non-charitable […]
Everything You Need To Know Before Retiring Abroad
Everything You Need to Know Before Retiring Abroad An Overview of International Retirement International retirement is an increasingly popular choice for people wanting to enjoy… Everything You Need to Know Before Retiring Abroad An Overview Of International Retirement International retirement is an increasingly popular choice for people wanting to enjoy their golden years in a […]
401(k), Retirement, Roth IRA, Employee Benefits
You may have heard of a film called the Meg – about an enormous shark in the ocean. Or maybe you’ve heard of Megatron –… You may have heard of a film called the Meg – about an enormous shark in the ocean. Or maybe you’ve heard of Megatron – the transformer that is gigantic. […]
