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 | 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 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...
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...
