Tax Planning – Not Just for the Wealthy

Key Takeaways While taxes may be certain in life, there are tax advantage strategies that can help lessen the toll taxes can take on your money. There are three tax advantage benefits to look for when we talk about tax planning: tax deductible, tax deferred, and tax free. Yearly tax planning can save you a […]

All Together Now – The Wealth Portal

Key Takeaways There are many apps out there that can help you track your finances separately, but it’s cumbersome and time consuming. A wealth portal puts all your finances in one place, providing you with a quick summary that you can easily glance over once a week to ensure nothing is amiss. Using a wealth […]

Save First, Spend Second

Key Takeaways If you want to build wealth successfully, you need to save first and spend second. The rule of thumb when it comes to saving is to save about 15%. If you spend first, you can get used to the niceties in life, and then it can be very hard to have to go […]

Half the Clothes, Twice the Money

Key Takeaways When we get ready for a vacation, we typically pack too many clothes and don’t budget enough money. When we make big purchases, we tend to forget all the associated costs that come with buying the item. If you plan in some extra money beyond the main cost of what you are purchasing, […]

Gigging Cash Flow

Key Takeaways  The rise of the gig economy has helped people build multiple streams of income. People choose to take on gig jobs for many different reasons, but it’s a great option to help pay down debt, save more, or earn some extra spending money. There are pros and cons to a gig job, to […]

Side Gigs

Key Takeaways Stagnant wages and large student loans have made it difficult for many young people to move down the road toward full financial adulthood. But there have never been more ways to supplement your income with freelance, independent contractor work. Freelance, independent contractor networks can be a great backstop for sudden job loss and […]

The 10 Essential Facts Affecting Your Future

Key Takeaways Money issues are tough for today’s young adults. It’s not your parents’ or grandparents’ financial reality, but there’s hope if you’re smart. Delaying marriage, home ownership and parenthood has benefits in the short run but can create retirement challenges down the road. Young adults know they need to be much more proactive about […]

Stay Tuned In – Why?

Key Takeaways Your concerns, opportunities and capabilities will be addressed. Unlike older generations, you come from a sharing economy and you’re not afraid to seek advice about financial matters by referencing open forums. The Web offers tons of well-intended personal finance information, but it’s not all from reliable, experienced and trustworthy sources.