December 2017, new tax laws for 2018 filings are enacted, February 2019, we cover Tax Planning in the fourth step of the Five Steps to Starting Your Own Financial Plan. It covers a few topics that seem to keep coming up in conversations and can make a meaningful difference with your tax returns. As you’ll […]
15 Minute Financial Advisor
This week we focus on how to think about your needs, goals and priorities. Needs are going to be the basics that you have to have to survive. Goals are the things that you want to have to make your retirement, or life-after your work-for-money career is complete. And then you have to prioritize them. […]
As we continue into Step Two of Five Steps to Starting Your Own Financial Plan, we get into the topic of risk management and insurance. To keep the episode short, we only cover life insurance, and focus on when you need it, and things to think about when determining how much you need. We don’t […]
Typically, we encourage people to get started investing as soon as possible. But it’s important to cover the basic elements of financial planning. It’s really simple, but not always easy. There are always exceptions, of course, but once you’ve met your most basic financial planning needs of spending less than you make, getting out of […]
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