Category: Investing

Take your financial confidence to the next level!

beware of the money advice you take.

BEWARE of the Advice You Take

When it comes to your financial life, it’s very easy to rely on the guidance of others, especially since most of our generation were not taught these important topics in school. This episode is to warn you of the financial advice you should BEWARE of as you start to build your financial strategy guide and financial confidence. People and sources who offer advice solicited or not. Family Friends Coworkers Salespeople Social Media News Books Podcasts…
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September 9, 2020 0

Should I Use a College Savings 529 Plan?

If college planning is important to you, then you want to listen to this episode to understand how a 529 plan may be a solution to help you maximize your college savings. 529 Tax benefits 529 Rules   Impact on financial aid Alternative Savings Strategies What if my child doesn’t go to college? What if my child receives a full ride?


July 20, 2020 0
what to do with your old retirement account

What to Do With Your Old 401(k) Strategy Guide

You have how many old 401(k)s or retirement accounts?  It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them.  Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Cheat Sheet Step 1.  Find Out Where Your Old Account is Held.   The easiest way to find this out is to check for an…
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May 26, 2020 0