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...
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...
by Corey Beal | Dec 30, 2020 | Financial Stuff
Start a travel fund (or whatever else fuels your passion): After the rollercoaster of a year 2020 dished out, I think we are all due to have some fun in 2021! For me, this means traveling as soon as it’s safe to do so and I have always found it motivating to start a...
