Making the Most of Your Side Hustle By Brent Weiss, CFP®, ChFC® Some people start a side hustle for an extra source of income. Others indulge a passion, or hope to grow it into a full-time living. Whether you sell macrame on Etsy, peddle vintage camera equipment on eBay or deliver for DoorDash, a side hustle … Read moreMaking the Most of Your Side Hustles
Making The Most of a Financial Windfall By Alix Tucci A financial windfall has just come your way. You hit your sales numbers and earned a bonus. Your commission check was larger than you expected. An inheritance or vesting or exercising stock options has just put some money in your pocket. Or maybe you’re no … Read moreMaking The Most of a Windfall
Part 2: Health & Life Insurance mitigates three broad categories of risk: Your assets, which includes homeowners and vehicle insurance Your liability, which includes homeowners, vehicle and umbrella policy Your finances and your family, which includes health, life and disability insurance We covered homeowners, vehicle, disability and umbrella policies in Part 1. In Part 2, … Read moreMitigating Risk with Insurance
Make 2020 Less Taxing Most people start thinking about taxes at the end of the year, and then do a deep dive in the spring. But it’s much smarter to analyze your tax situation mid-year, for two reasons: You’re far enough into the year to have a good understanding of your likely tax situation You … Read moreMake 2020 Less Taxing
Part 1: Must Haves and Valuable to Have Insurance is designed to help secure and protect what matters most: your family, your income, your home filled with memories. It’s also about managing risk. Which means that searching for the lowest premium isn’t the best place to start. If your house were to burn down or … Read moreMitigating Risk With Insurance
By Roger Tran I went to Mardi Gras in New Orleans for five days, and it barely cost me more than the loose change I found in my sofa cushions. I’ve explored New York, Chicago, Portland, and other great American cities for not much more. When I flew to Japan I shelled out some minimal … Read moreMake the most of credit card points
Are You Maximizing Your HSA? By Jamie Dunn, CFP® What is the only account that provides tax savings when you contribute to it, tax savings when you withdraw from it, and can help you manage your healthcare costs both now and after you retire? A Health Savings Account, or HSA. An HSA is one of … Read moreAre You Maximizing Your HSA?
Financial Terms Every Investor Should Know Financial planners and other industry professionals use many terms to describe investments and the market. Here’s what the most common ones mean. As Ben Franklin said, “An investment in knowledge pays the best interest.” General Financial Planning Asset allocation. In short, your financial plan, such as 60% of your … Read moreFinancial Terms Every Investor Should Know
What is financial health? If you ask a medical professional, “Is health (or wellness) the absence of disease?” the answer would be a resounding no. Physical health and wellness includes not only the absence of disease, but also strength, stamina, endurance, and good vital signs, such as blood pressure, weight, pulse, and respiration. Similarly, financial … Read moreWhat is financial health?
Should you think like a stock or a bond? There’s a lot of talk about stocks and bonds these days, and it all focuses on your investments. But there is another type of financial resource or capital that we are not talking about. And that’s you! Have you ever asked the question “am I a … Read moreShould you think like a stock or a bond?