12-Step Guide to Prioritize Your Financial Goals
Do you know how to prioritize your financial goals?In which order should you tackle them to reduce risks, make an impact and achieve the biggest payoff?Many people struggle with these…
3 Best Budget Tools 2023
Here are three budget tools and templates that will help you leverage your financial goals.
Investing with a Roth IRA: Benefits, Rules and More
A Roth IRA is one of the most powerful investment accounts an investor can own. If done properly, all growth from your investments can be withdrawn completely tax-free in retirement
5 Things to Consider Before You Start Investing
Are you thinking of investing, but aren't sure where to start?Here are five things to consider before you invest your money. By understanding these basics, you can make more informed…
20 Questions About Biden’s Student Loan Forgiveness, Answered
Biden announced his one-time student loan forgiveness plan. Get the details on who is eligible, how to apply, and more in this post.
8 Financial Lessons From 8 Years of Marriage
Many couples find that working through finances together can be one of the greatest challenges in marriage.
5 Estate Planning Considerations for Families
Estate planning is especially critical for families.The reason is, proper estate planning is the framework for generational wealth.The legal documents within an estate plan - a will, trust, power of…
5 Tips to Afford Living in Los Angeles
In this blog post, I will give you 5 tips that will help you afford living in Los Angeles.Los Angeles is one of the most expensive cities in the United…
Inherited Property: What is Step-Up in Basis?
When it comes to inherited property, there can often be confusion about what happens next.In many cases, the property is passed down from one generation to the next on a…
5 Types of “Wealth” Taxes
Wealth taxes do not only include income tax.Did you know that there are different types of taxes for high net worth individuals?Among the many types of "wealth" taxes, some of…