by Corey Beal | Dec 30, 2022 | 2022 taxes, Beneficiaries, Budgeting, Contributions, Emergency Fund, estate planning, Finance, finance tips, financial plan, Financial Resolution, Financial Stuff, Goal Setting, HSA, Investing, Investing in self-care, Investing in yourself, New Year's Financial Resolutions, New Year's Resolutions, Retirement, Roth IRA, savings, tax payments, tax planning, tax prep, Taxes, Tracking Spending, Values, Year end financial planning tips
The new year is a magical time because it can create so much momentum for us to shed the past and start fresh in every area of our lives. As you are setting your goals and intentions for the new year, pay attention to the financial cost or side effects that your goal...
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 | 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 | 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...
