Category: Strategy Guide

Take your financial confidence to the next level!

image of gift and tax cover for strategy guide post

How to Avoid the Gift Tax

Are you afraid of the big bad gift tax? Although you can pay the gift tax if you want to, the good news is that you do not need to. There are a couple of different ways you can gift to your loved ones and avoid paying any taxes. Sound good? I’m writing this strategy guide because it is common for non-tax experts providing tax advice and when it comes to gifting, there is the…
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June 24, 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
10 questions to ask your financial advisor

10 Questions to Ask Your Financial Planner

Meeting with a financial planner for the first time can be a stressful experience. Many times it is the first time that you may be opening up about your finances. The great news is that most financial planners truly enjoy helping people and like most things that we stress out about, it ends up being a significantly better experience than you would expect. Most people work with their financial planners for the rest of their…
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May 19, 2020 0
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