by Corey Beal | Jan 23, 2023 | 2022 taxes, college funding, College planning, Contributions, Emergency Fund, Finance, finance tips, Financial Stuff, Required Minimum Distribution (RMD), Retirement, Roth IRA, savings, Secure 2.0 Act, Student Loans, Taxes
On 12/30/22 the Secure 2.0 Act was signed into law with the intention to strengthen the retirement system and help more Americans save and plan for retirement. There are hundreds of provisions inside the legislation and below are the provisions that will most likely...
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 | 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 | May 27, 2022 | Books, Finance Books, financial plan, Financial Stuff, Fun Stuff, Investing, Money Values, Random, Retirement, Taxes, Values
I absolutely love getting lost in a book and so many others I work with are also total book lovers. There are quite a plethora of finance books out there and it’s easy to get overwhelmed and not know where to start or begin and hopefully this list helps whittle...
