Wondering if you should hire a financial spokesperson and analyst? Whether your organization is B2C or B2B in the fintech, online education, or financial services industry, find out why you should hire a money expert to ... Continue Reading
10 IRA Facts Everyone Should Know
An IRA or Individual Retirement Arrangement is a personal savings vehicle available to almost everyone and offers tremendous tax advantages. These accounts are the cornerstone of retirement but often get misunderstood. So, ... Continue Reading
3 Money Mindset Tips and Tools for Surefire Financial Success
No matter what you want to accomplish or change in your life—like having more financial success, stronger relationships, or better health—it's critical to consider the role of your mindset. Your mindset is a big part of ... Continue Reading
Financial Planning Success in 3 Easy Steps
If the extent of your financial planning is, “I want to have a lot of money one day,” then it’s time to step up your game. Most people never do any financial planning because they: Don’t realize how important financial ... Continue Reading
5 Best Ways to Lower Your Monthly Bills Now
Whether you need quick ways to cut expenses ahead of the holidays or just want to save more for retirement (or other financial goals), there are plenty of ways to lower your monthly bills now. Some tactics might put a ... Continue Reading
Should You Pay Down Debt or Invest?
Most people feel uncomfortable about having debt and want to get rid of it as soon as possible. Believe me, I’m a huge proponent of living a debt-free life. However, it's also important to consider whether you should pay ... Continue Reading
A Checklist to Measure Your Personal Finance Success
Are you on track for success? Or are you clueless about your financial situation right now? Don't worry. I’ll show you how to take control of your finances using some of my favorite financial tools. Answer the following ... Continue Reading
The Rules for Using a Spousal IRA
If you're married and don't earn an income, did you know you can still have an IRA? It doesn't matter if you're unemployed, a stay-at-home-spouse, or run your own part-time business, you qualify for a spousal IRA or ... Continue Reading