Secure life

Secure life The Financial Industry Undergoing Significant Change

Life insurance can cover so much more than you might think.
07/06/2023

Life insurance can cover so much more than you might think.

Life insurance is so much more than protection for your loved ones. What's your reason to own life insurance?
07/06/2023

Life insurance is so much more than protection for your loved ones. What's your reason to own life insurance?

Money can make you feel like everything is possible. If YOU are in control of it, then it can help you achieve your goal...
07/01/2023

Money can make you feel like everything is possible. If YOU are in control of it, then it can help you achieve your goals and pursue your dreams.

Barnum's counterpoint is the fact that it is possible to become blind in the pursuit of money.

But when money works more as a tool FOR you, and not against you, that’s when life gets really good.

Making sure that you are always in control of how much you're saving and where your money goes every month is the key to your accumulation of wealth.

Effective money management isn’t just about creating and following a budget – it can help you achieve your financial goa...
07/01/2023

Effective money management isn’t just about creating and following a budget – it can help you achieve your financial goals by simply preparing ahead of time.

Whether your goals include buying a home, taking that dream vacation, or saving enough for retirement, understanding how money works will help make those dreams a reality.

The truth is, if you don’t know where all your money goes every month, it can be really difficult to reach those goals. And without knowing how much money is coming in and going out, it can be even harder to plan ahead for what comes next.

Learning how money really works will help you get back in line with your priorities, prepare for emergencies and build wealth in the meantime.

In order to build wealth and have financial security for years to come, you need a well-thought-out strategy.Achieving f...
07/01/2023

In order to build wealth and have financial security for years to come, you need a well-thought-out strategy.

Achieving financial freedom can be tough in the face of growing debt, cash emergencies, and impulse purchases, but it is possible with an accurate plan for you and your family.

By working with a financial professional, you can gain the knowledge, tools, and resources necessary to take control of your financial future and build wealth over time.

When people get started with investing, it can be confusing.Especially the different account types. l'Il get asked quest...
06/30/2023

When people get started with investing, it can be confusing.
Especially the different account types. l'Il get asked questions like:
11 have a 401(k), should I have another account?
(2 Should I fund my Roth IRA before my 401 (K)?
3 How much can I invest in a HSA?
The list goes on. But, luckily I've put together the PEMDAS but for investing. This will help you figure out the order to invest in as well as contribution limits and an other limitations to be aware of.
When it comes to investing for your retirement, you don't want to have all of your money only in one account. Each account serves a different purpose, tax benefit, flexibility, etc.
Priority 1: Invest in your 401 (k) up to the company match
ONLY. If your company does not offer a match, skip to step 2.
Priority 2: Invest in your HSA if you have a high deductible health plan. This account has a triple tax benefit (except for CA and NJ).
Priority 3: Invest in your IRA. This is another tax sheltered account. If you earn over $138k single) or $218k (married filing jointly), you can choose a Traditional IRA instead of a Roth IRA. You could also do a Backdoor Roth IRA (I have a blog post on this - link in bio)
Priority 4: If you have more money to contribute, you can go back to your 401(k) and invest up to the $22,500/yr. Read this week's blog post (link in bio) for why I don't max my 401 (k) and it may be a reason for you not to as well.
Priority 5: If vou have more money to invest and/or plan to retire before 59.5 you can contribute to a taxable brokerage account.

The power of compound interest, known as the 8th wonder of the world, is an indispensable tool for anyone striving to ga...
06/30/2023

The power of compound interest, known as the 8th wonder of the world, is an indispensable tool for anyone striving to gain financial freedom.

To make compound interest work in your favor, you must commit to a consistent savings plan. Just like breaking the cycle of foolish spending, you must commit to saving money on a routine basis.

This technique, known as the Time Value of Money, is powerful enough to turn small savings over years and decades into considerable wealth – a technique used by millionaires all around the world.

This can bring you one step closer to achieving financial freedom and financial security going forward.

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