Map to Your Wealth LLC

05/14/2023

04/27/2023

What issues do you need to consider as your child becomes independent (after age 18)?
Many wonder how their own finances will change as their children become independent.
What level of involvement and/or support should you maintain with your children? What are some planning points that you need to be aware of, and how can you make smart decisions that benefit yourself and your children?
Stay on track for personal and financial success as your children become independent.
Below are some issues you must consider as your children become independent, such as:
• Maintaining access to your child’s important health, financial, and academic information.
• Understanding how your financial goals may change (or need to be revisited) once your child leaves the house and becomes independent.
• Determining the extent to which your child will remain commingled with your finances as they become independent (e.g., taxes, health insurance, auto insurance, gifting, etc.).
• Evaluating the level of risk/liability your child may pose to your own finances.

Email [email protected] to receive full check list of issues you need to consider and what actions you need to take as your children become independent.

03/24/2023

Do You Know
Pros and Cons of Health Savings Account (HSA), how much you can save in HSA, when is the best time to use the HSA funds in your life time, what are the Qualified Medical Expenses and what happens to your unused HSA funds after your lifetime, what is the penalty for Non-Qualified Medical Expenses and how to maximize the HSA benefits?
Email [email protected] to learn more about HSA.

02/17/2023

Schedule your Initial FREE CONSULTATION to discuss about Estate Planning, Retirement Planning and More. Link to schedule appointment: https://calendar.app.google/cc94o8FCYCRZF4cN6

01/26/2023

Reminder: Webinar about new Secure Act 2.0 and how it affects your Retirement and Beneficiaries is scheduled this Saturday 1/28/23 at 11AM ET. Please register using the link below if you have not registered already.

https://financeinsights.net/Z1lxhDDNKcgPWETjmLbiMade7?fbclid=IwAR0rol7U5oeptKPwQsSb7--oYGeHRK6jpOtb6oG4o13kz_M7RPu_jB95irs

FREE: Join us on January 28, 2023 at 11 AM!

01/17/2023

Secure Act 2.0 was signed into law on 12/29/2022. While there are 100+ changes, there are few important changes that affect the most. Some of these changes are already in effect and some will start soon.

FREE: Join us on January 28, 2023 at 11 AM!

01/12/2023

The final quarter of 2022 was another volatile one. What happened, and what do we have to look forward to in the future? We break it down in this quick 5-minute read — check it out!

Here's what savvy investors took away

01/06/2023

Happy New Year!
I wish I were bringing over some green smoothies and pressed juices to kick the new year off. Instead, I have some new retirement rules for you. Email to [email protected] to learn about few important changes and how they affect you and your family.
STAY TUNED TO HEAR ABOUT UPCOMING WEBINAR END OF JANUARY.

12/30/2022

Retirees and soon-to-be retirees have more to figure out than ever. Want help? I’m offering a FREE Retirement Success Session. Just click to book!

Thinking about retirement? Here's what to do

12/25/2022

Wish you all fun filled holidays with your family and friends!

12/23/2022

Retiring in the next 10 years? Success is tricky with so many unknowns. Want help assessing next steps? Book a FREE Retirement Success Session.

Find out if you're on track for the retirement you want