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...
by Corey Beal | May 19, 2022 | financial plan, Financial Stuff, I-Bonds, Inflation, Investing, portfolio, Random, Retirement, Taxes
Inflation can sound super scary and news channels are ringing the alarm bells for the recent increase in inflation rates. Inflation is represented as the rate at which prices for goods and services are rising which means your dollars won’t buy as much as it has in the...
by Corey Beal | Apr 7, 2022 | Financial Stuff, Investing, Retirement, Stock Options, Taxes
Did you get offered company stock options in 2021?? If so, congrats! If you bought or exercised your stock options, then you need to watch for these common tax pitfalls when filing your taxes. There are a lot of different acronyms and names out there when referring to...
