Category: Financial Planner Difference

Take your financial confidence to the next level!

6 tips for holiday finances

6 Tips for the Holidays

Do you struggle with your finances during the holidays? I cover 6 tips to take control over the holiday season. This episode was originally created for a live video challenge I’m doing on my social networks, but I wanted to share it with you! Set a limit (budget)  Research Free Shipping Make something Be present Experiences over things https://www.buzzsprout.com/342983/6338152-6-tips-for-the-holidays.mp3?blob_id=26410696&download=true


November 12, 2020 0

#1 Mistake When Choosing 401k Investments

zoom_0 [00:00:00] hello today, I’m going to talk with you about your 401k and the number one mistake that I see people make regarding the investments within their 401k. So typically what happens is you get set up with your new 401k. You go in there and there’s a handful of options to choose from every now and then you’ll have a whole bunch, but most of the time it’s gonna be like a dozen…
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October 28, 2020 0
year end tax strategies

15 Simple Year-End Tax Planning Strategies (2020)

A lot has occurred in 2020 that could impact your tax planning. Regardless of the chaos that has occurred, there are still huge tax strategies you may implement before the end of the year. Here are 15 Simple Year-End Tax Planning Strategies that can help you control your taxes. (This list is a quick overview with basic information on each scenario. I completed additional strategy guides that dig into some of the more complex strategies…
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October 6, 2020 0