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.
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.
A Roundup of End of Year Financial Planning Items
So what are some “money” areas to focus on as we approach the end of the year?
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.
How to Get Your Resume Noticed While Job Hunting
Having trouble getting an interview? These are a few things you can do to help increase your chances of getting noticed during the hiring process.
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.
Can I Contribute to a Traditional IRA and a Roth IRA at the Same Time?
Both the Traditional IRA and the Roth IRA can be great tools for tax-advantaged retirement savings. So can you contribute to both at the same time?