How to Create a Transfer on Death Deed for Your Home
A Transfer on Death Deed can be used to designate a beneficiary for your house. So what is the advantage of setting up a Transfer on Death Deed for your house and how does it work?
My Three Words for 2023
At the beginning of each year, I choose three words to set the direction for the year. Here are my three words for 2023 and insights to help you use this exercise to find success and fulfillment in your own life.
Three Automations to Improve the Flow of Money in Your Life
There are three primary areas of money that I’ve found to be most effective to automate. If you set up automatic recurring transfers in these key areas, you will be on your way to enjoying much more financial stability and lower stress.
Five Ways to Lower Anxiety in a Stressful Market
While there is no magic button that makes investing easy, there are a few things we can do to help smooth out the ride (emotionally) and experience less stress.
What Does it Mean to "Pay Yourself First?"
So what does it mean to pay yourself first and more importantly, is it a good idea?
Basic Estate Documents Everyone Should Have
A complete estate plan includes a few key documents that work together to make sure your money and property gets passed on the way you want and your medical and financial affairs are taken care of if you can't take care of them yourself.
Updates to Contribution Limits and Other Important Numbers for 2023
This is not an exhaustive list of 2023 changes (see the download for more) but it does highlight the most commonly-used numbers when making retirement account contributions and tax planning.
6 Ways to Improve Your Credit Score
Your credit score is a metric that can have a significant impact on your ability to have options. So what are some ways to improve your credit score and keep it high?
Benefits of Creating an Online IRS Account
If you’re not sure what your current tax situation is, you would like to make online payments, or would like a clearer view of your history with the IRS, consider setting up an online IRS account.