Strategy Guides

Take your financial confidence to the next level!

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

The Wealth of Being in Tech with Valerie

Valerie is the Executive Director at Tech By Choice and a Senior Software Engineer at Mastery Logistics. She holds a BS in Psychology & Art. Valerie is passionate about creating secure human-centered digital experiences. As a successful self-taught developer, Valerie started Tech By Choice to give back to the community that helped her succeed. Valerie shares her journey into tech from being a Psychology major to becoming a senior software engineer and the founder of…
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July 14, 2020 0
you can control financial independence

Financial Independence Is In Your Control

I’m excited today to be talking about how financial independence is in your control.  One of the biggest factors in whether you will be successful in reaching financial independence is first believing that you can achieve this goal. How to increase your financial confidence How your incomes impact your ability to reach financial independence Understand that everyone has their unique financial challenges Creating your own opportunities for success Remember everyone starts with a different financial…
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July 6, 2020 0