by Corey Beal | Nov 23, 2022 | charitable contributions, college funding, College planning, Finance, finance tips, Financial Stuff, FSA, health insurance benefits, HSA, Investing, portfolio, Required Minimum Distribution (RMD), Retirement, Roth IRA, savings, tax loss harvesting, tax payments, tax planning, Year end financial planning tips
As the end of the year approaches, it is time to finish up your last-minute financial to-do’s. Here is a list of things that you should consider as you wrap up the year so that you can leave 2022 feeling like a financial badass. Review this list now as many deadlines...
by Corey Beal | Nov 11, 2022 | Bear Market, Behavior, Diversification, finance tips, financial plan, Financial Stuff, Historical Stock Market, Inflation, Investing, Investing fear, portfolio, Recession, savings, Stock Market Decline & Recession, Stocks, Volatility
Yesterday (11/10/22) happened to be the best day in the stock market since 2020! The U.S. stock market (S&P 500) rose 4.8%, International stocks surged 5%, and publicly-traded REITs increased by more than 6%. Did you hear much about this? I am guessing not as the...
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...
