by walter | Feb 23, 2023 | Financial Planning, Podcast
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. The financial planning industry has been keeping an eye on this bill for some time so it wasn’t a surprise, but there are a few wrinkles that many weren’t expecting....
by Shari Rash | Jan 10, 2023 | financial family office, Financial Planning, Millennial Money, Retirement, Retirement Income Planning, Women and Money
What Should Stay at Home Moms do with old 401k? Financial Planning for Stay at Home Moms – Part 2 Subscribe to my posts via email: Name Email Address 9 + 7 = Sign Up Financial Planning for Stay at Home Moms: Roth Conversions What should Stay at Home Moms do with...
by walter | Dec 9, 2022 | Podcast
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. In this episode, we’ll cover 5 mistakes people make in...
by Shari Rash | Oct 4, 2022 | Behavioral Finance, financial family office, Millennial Money, Retirement, Retirement Income Planning, Women and Money
Retirement Planning for Stay At Home Moms (and Dads!) It can be done and you deserve it! Subscribe to my posts via email.* * indicates required Email Address * First Name *Privacy Policy: We hate SPAM and promise to keep your email safe. one day, stay-at-home moms...
by walter | Jul 14, 2022 | Podcast
What’s the key to surviving a bear market, whether you are in retirement or you are preparing for retirement? A dip in the market may seem scary but it can be an opportunity for investors as well. Surviving a bear market is all about balance and avoiding emotional...
