by Corey Beal | Dec 6, 2022 | Behavior, Finance, finance tips, Financial Services, Financial Stuff, Required Minimum Distribution (RMD), Retirement, Roth IRA, Roth IRA conversion, savings, tax planning, Taxes
What is a Roth IRA conversion? A Roth IRA conversion is a strategy to help you save money on taxes (if done correctly) in the long run. A conversion moves pre-tax dollars from your retirement accounts such as a 401(k) or IRA into a Roth IRA. The amount that you...
by Corey Beal | Aug 19, 2022 | CFP, Fee-only financial planning, fiduciary, Finance, Finance Industry, finance tips, financial plan, Financial Services, Financial Stuff, Finding right financial planner, flat-fee, hourly financial planning, Investing, Values
According to the Bureau of Labor Statistics (BLS), there are 275,200 financial advisors across the United States. How are you supposed to find one that values integrity, works in your best interest, and works holistically to help you with more than just your...
by Corey Beal | Jul 22, 2022 | estate planning, Finance, Finance Industry, finance tips, financial plan, Financial Services, Financial Stuff, health insurance benefits, hourly financial planning, Investing, LGBTQIA+, LGBTQIA+ financial planning, Money Values, portfolio, Random, Retirement, savings, tax payments, tax planning, Taxes, Values, woman owned
I remember exactly where I was and how I felt on June 26, 2015 when the Supreme Court delivered their ruling in Obergefell v. Hodges that “same-sex couples may exercise the fundamental right to marry”. Joy, freedom, happiness, and so many more emotions coursed through...
by Corey Beal | Jun 27, 2022 | Finance, finance tips, financial plan, Financial Services, Financial Stuff, Investing, portfolio, rebalance, Retirement, savings, Summer finance tips, tax loss harvesting, tax payments, Taxes
Woohoo, it’s officially summer!!! Summertime is when most people I know tend to travel more, get together with friends, play, and do many other things they typically don’t do throughout the year. Which also usually means not spending the time we should on our...
by Corey Beal | Jun 10, 2022 | 40 Under 40 Award, Award, BIPOC, Finance, Finance Industry, financial plan, Financial Services, Financial Stuff, Fun Stuff, hourly financial planning, Investing, Investment News, LGBTQIA+, Money Values, Random, Retirement, Values, woman owned
Investment News is a publication serving the financial industry with quality content, data, and information on core areas which include Retirement Strategies, ESG/SRI, Regulatory Issues, Diversity, Equity, and Inclusion, and more. They have an extensive reach which...
