Should I Hire My Child in My Business?
Should I hire my child in business? Learn IRS rules, tax benefits, and how this strategy builds generational wealth with Roth IRAs and 529 rollovers.
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Risk Tolerance for Women: Beyond Traditional Investment Questionnaires
Risk tolerance for women isn’t just about market volatility. It’s about how financial uncertainty affects your sleep, relationships, and daily peace of mind. For women over 40, traditional risk assessment questionnaires miss the nuanced realities of midlife financial planning. There’s a moment that happens to almost all of us. You’re reviewing your investment statements, reading…
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Financial Planning for Women: The Truth About Default Money Roles in Relationships
If you’re reading this, chances are you’re carrying more than just financial responsibilities in your household. You might be managing investments while also being the family’s appointment coordinator, emotional support system, and future planning strategist. Or perhaps you’ve stepped back from financial decisions but find yourself feeling disconnected from choices that directly impact your future….
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Featured | Goals | Planning | Retirement | Saving | Uncategorized
10 Things to Know About Your 401(k)
If you’re a member of the modern workforce, you likely have access to a 401(k). A 401(k) is a retirement savings vehicle sponsored by your employer. Through your 401(k), you’re able to contribute funds and invest them according to your risk tolerance and retirement timeline. The goal is to grow a sizable retirement nest egg…
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What’s Your “Enough” Number?
Do you remember the ING commercials that asked consumers: What’s your number? The idea was that everyone has a “number” that defines how much they need to retire. While it’s absolutely true that you need to set clear retirement savings goals for yourself, it’s also true that you have a “number” right now as a…
