We searched our Vlog archives to unearth some hidden treasures. In this oldie but goodie, Johanna shares her personal success story on raising her sons to be financially independent.
Johanna refers to another old post Money Mistakes I’ve Made in this video where she bares her soul to demonstrate that even financial planners can have a “history”.
If you’re interested in scheduling a free initial consult with us, click here (do not use the link listed in the video).
Your Summary Plan Description (SPD) is the rule book for all retirement accounts offered to you by your employer. Sadly, many employees do not know how to read their SPD or its importance. In this month’s video, Michelle gives you important features to look for in your employer’s SPD.
Also read Johanna’s companion blog post, It’s Open Season!
Could you be wiped out if someone has an accident in your rental property? How about in your own home? Michelle talks about steps every property owner should take Continue reading
Equifax may have exposed you to identity theft but there are many other ways you could be at risk. Michelle has suggestions for you to keep your internet footprint invisible and ways to keep phishers out of your hard drive. Continue reading
An important, but overlooked, area in any new job is the benefits package. Since the quality of your benefits can have a profound impact on your job satisfaction, you should ask meaningful questions before you sign on the dotted line. Michelle has tips to help you navigate Continue reading
Is an IRA blocking the way for your backdoor Roth conversion plans? It doesn’t have to ruin your plans if you know when to make your move.
Sometimes setting up a trust is not a good idea. In other words, you can’t always trust a trust. Michelle articulates SEVEN reasons you might want to find a non-trust solution in this month’s Vlog.
If your employer has a good group disability policy, are you wasting your hard-earned money if you buy an individual Own Occupation policy? Michelle has the answer Continue reading
Fee-Only, Fee-Based, and Financial Advisor are words often thrown around together, but each term has its own Continue reading
The straw that broke the camel’s back or the Roth IRA that put your retirement on track? This month it’s the latter! If you aren’t convinced that a Roth IRA will make a difference check this out Continue reading