Addressing unique money management goals and challenges including expertise in lifetime planning for individuals with physical and mental health concerns.
💡Here's A Fun Fact For Your Friday
🤔Did you know you may be able to withdraw the contributions you made to your Roth IRA or Roth 401(k) without incurring a penalty or paying taxes?
This is great for those facing an unforeseen financial emergency or burden, but there is a...
📲Here Is An Interesting Number That's Been In The News Lately!
- Inflation continues to affect us in more ways than one. For example, in New York, a slice of pizza ($3) now costs more than a Metro Card ($2.75)!
To read the in-depth article, check ou... https://t.co/bvcBSoLgcN
🤔Are you self-employed? The pandemic has created an opportunity for thousands of workers to become self-employed and independent contractors, but taxes can be a headache.
✅If you're looking for the perfect way to defer more net business income, then a SEP IRA might be the ...
🙌We're Spreading Motivation On This Amazing Monday!
✅To accomplish our goals and achieve our dreams, we first need to be disciplined enough to make sacrifices now and reap the rewards later.
"The reason most people fail is that they give up what they want most, for what th...
💰Financial planning for individuals with special and unique needs can seem like an uphill battle sometimes...But it doesn't have to be
👨👩👦We've helped hundreds of clients over the past decade create strong financial foundations for their kids and relatives.
✅Check out...
🗣Your Money Will Always Match Your Mindset!
👉Now, this does not mean that thinking about a million dollars will get you a million dollars...But having the same mindset as a millionaire can help you achieve your financial goals.
🤔So how do you improve your Money Mindset? ...
❤Today is International Women's Day!
🙌We are celebrating and commemorating the cultural, political, and socioeconomic achievements of women across the globe.
💡As a society, we would not be where we are today without the incredible and courageous women who've paved the way...
😅Do you still get extreme anxiety and perfectionism thoughts when you do these?
I DO!
Last nights Webinar was ALSO broadcast on several radio shows. It never gets easier for me no matter how calm and cool I come across.
Tips anyone? Share them below!
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#PublicSpeaki...