by Corey Beal | Nov 6, 2023 | 2023 taxes, charitable contributions, charitable donations, college funding, Contributions, Finance, finance tips, financial plan, Financial Resolution, Financial Services, Financial Stuff, Health Savings Account, HSA, rebalance, Retirement, Roth IRA, tax loss harvesting, tax payments, tax planning, tax prep, Tax withholding, Taxes, Year-End Tax Planning
The days are getting shorter, but your to-do list around the holidays is probably getting longer. While it can be a crazy (and magical) time of the year, it is also the most crucial time to plan for your 2023 tax filing. Why? Because there are a lot of decisions and...
by Corey Beal | Sep 15, 2023 | Asking for a raise, Employer benefits, Fall Financial Tips, Finance, finance tips, financial plan, Financial Stuff, Open enrollment, Student loan, Student Loans, tax payments, tax planning, Tax withholding, Taxes
Head into spooky season by making sure you “leaf” your financial stress behind. As the end of the year approaches, it’s important to plan for the most expensive time in most Americans’ lives. Between back-to-school shopping, holiday preparations, and all the...
by Corey Beal | Sep 1, 2023 | Contributions, Credit, Credit Score, estate planning, finance basics, finance tips, Financial Stuff, Health Savings Account, LGBTQIA+ financial planning, Marriage Penalty, partner and money, partnership and finances, Relationships and finances, savings, Social Security, Student loan, Student Loans, Taxes
Here comes the bride…and more taxes and negative financial impacts?! Maybe. As unromantic as this may sound, marriage at its base level is the single most serious business contract you will ever engage in that has both legal and tax implications. There are a lot of...
by Corey Beal | Jul 28, 2023 | Bear Market, Behavior, Bull Market, Diversification, finance basics, finance tips, financial plan, Financial Services, Financial Stuff, Historical Stock Market, How to invest, Investing, Investing fear, Passive investing, portfolio, Stock Market Decline & Recession, Stocks, Timing the stock market, Volatility
Have you heard stories from a friend about how they made some big bucks by buying a stock at the right time? Or how someone saved their ass by getting out of the stock market before a big drop? Have you ever read an article or seen a TV title like “10 Hottest Stocks...
by Corey Beal | May 15, 2023 | Behavior, Budgeting, college funding, College planning, Credit, Credit Report, Credit Score, Finance, finance basics, finance tips, financial enmeshment, financial plan, Financial Stuff, kids and finances, kids and money, Kids finances, Kids money, Money Values, savings, Student Aid, Student loan, Student Loans, Teaching kids about money, Teen finances, Teens and money, Tracking Spending
If you think back to your childhood, can you remember the lessons, feelings, and beliefs you learned about money and finances? What is your first memory of money? Is it positive or negative? Did your parents struggle with money and did you know that? Was the topic of...
