What you need to know about the Secure 2.0 Act

What you need to know about the Secure 2.0 Act

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...
🥳10 Financial New Year’s Resolutions for a Kickass 2023🥳

🥳10 Financial New Year’s Resolutions for a Kickass 2023🥳

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...
WTH is a Roth IRA conversion and does it make sense for you?

WTH is a Roth IRA conversion and does it make sense for you?

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...
Year-end financial planning tips so you can be a financial badass!

Year-end financial planning tips so you can be a financial badass!

As the end of the year approaches, it is time to finish up your last-minute financial to-do’s. Here is a list of things that you should consider as you wrap up the year so that you can leave 2022 feeling like a financial badass. Review this list now as many deadlines...
What the hell is going on with Student Loans?

What the hell is going on with Student Loans?

Note: Extended Public Service Loan Forgiveness Waiver ends October 31, 2022!! Time-limited changes to the public service loan forgiveness program allow borrowers to qualify for forgiveness during time periods they did not previously qualify.  If you have worked in a...