Forest View Financial

07/09/2025

💡 Financial Tip of the Day

Don't forget: your emergency fund is not an investment.

Keep 3–6 months of expenses in a liquid, low-risk account. It's not about growth — it's about peace of mind when life throws you a curveball.

07/03/2025

💡 Financial Tip of the Day:
“Don’t just save—invest with intention.”

Saving is essential, but with inflation, your money loses value sitting in a savings account. Once you have your emergency fund in place, consider investing toward long-term goals like education, a future home, or retirement or anything in between.

📈 Let your money work as hard as you do.

06/26/2025

💡 Financial Tip of the Day:

Automate Your Investing!

Set up automatic transfers from your checking to your investing account each payday. Even small, consistent amounts add up over time—and you’ll never “forget” to save!

06/18/2025

💡 Financial Tip of the Day:

“Pay yourself first.”

Before you spend on anything else, set aside a portion of your income for savings or investments. Automating this step can make a huge difference in your long-term financial health.

Small, consistent habits lead to big results over time. 📈💰

06/11/2025

💡 Financial Tip:
Roth IRA = pay tax now, withdraw tax-free later.
Traditional IRA = defer tax now, pay later.

Which is better? It depends on your current tax bracket vs. where you think it’ll be in retirement.

06/05/2024

11/17/2023

UTMA or 529, which account is right for you and your kids?

04/25/2023

One way to measure if markets are doing better is to look at the number of Standard & Poor's 500 companies that revise their estimates prior to reporting earnings.

03/20/2023

Beware of tax hacks on social media, as they could lead to serious trouble with the IRS and hefty fines. CBS News has the story:

The tax agency is warning not to fall for social media advice to file a fake W2 in the hope of getting a big refund.

03/15/2023

When markets shift, it may be smart to keep Warren Buffet's sage wisdom in mind, "Remember that the stock market is a manic depressive."

01/05/2023

01/04/2023

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates why knowing when to retire can be a crucial part of your strategy.