Fall in Love with Finance: Tips to Help You Choose the Best Financial Planner for You
Selecting the right partner to help manage your finances and plan for the future is a crucial decision. This choice can significantly impact your financial well-being and shape a significant aspect of your future. Whether your goals involve securing a comfortable retirement, growing your wealth, or effectively managing your financial obligations, finding a trustworthy and […]
Financial Transparency: Long-Term Financial Planning Tips for Couples
Transparency is the cornerstone of a healthy and successful partnership – and that includes financial transparency. When couples are open about their financial situations, goals, and aspirations, they create a foundation of trust and understanding that paves the way, not only for healthy communication overall, but also for effective long-term financial planning. If you’re looking […]
Start 2024 Off Right – Set Good Financial Goals – Mike Kojonen featured on Alpha News
https://hugh.cdn.rumble.cloud/video/s8/2/-/o/o/l/-oolp.caa.mp4 Before you can get where you want to go, you need to know where you are! Almost half of all Americans plan to make finance-related New Year’s resolutions in 2024, according to a recent study from WalletHub. That’s 36% more than planned to make resolutions in 2023. And the good news: more than half […]
Using S.M.A.R.T. Goals to Plan and Execute Your New Year’s Financial Goals
It’s the time of year when many of us are thinking about our plans for the near future — especially our New Year’s financial goals. For some, that creates a feeling of pressure, especially if you struggle to specify those goals. One of the biggest issues in doing so is not having a context or […]
10 Savvy Financial Habits to Adopt in the New Year
As the calendar turns over to a new year, it’s the perfect opportunity to assess our financial habits and make positive changes that can set us on a path toward a stronger financial future. Adopting healthy financial habits can not only improve our current financial situation but also provide us with greater stability and peace […]
6 Tips For Your End-of-Year Finances
Here are the six financial key points for people to be aware of before the end of the year to better position themselves. 1. RMDs — Required minimum distributions: If you are age 73 or older and have a “tax-deferred” retirement account like a 401K, Traditional IRA, TSP, 403B, or a 457 plan, you must […]
Year-End Financial Planning: Steps to Start the New Year on a Strong Foundation
As the year draws to a close, it’s an opportune time to reflect on your financial journey and set the stage for a successful year ahead. Year-end financial planning is a vital practice that allows you to take stock of your financial health, make necessary adjustments, and set meaningful goals for the coming year. In […]
Strategizing for Success: A Comprehensive Investment Review for the Year Ahead
The journey to financial success is paved with thoughtful planning and strategic decision-making, especially when it comes to your investment portfolio. As the new year approaches, it’s a prime opportunity to conduct a comprehensive investment review that sets the stage for a successful year ahead. In this article, we’ll guide you through the essential steps […]
Maximizing Year-End Tax Strategies: Tips for Reducing Your Tax Liability
You may not want to spend precious time during the holiday season considering tax matters, but the end of a calendar year is also the end of a tax year. This makes it a prime opportunity to take proactive steps to minimize your tax liability and keep more of your hard-earned money. Strategic year-end tax […]
Cultivating Prosperity: Embracing an Abundance Mindset for Greater Financial Success
The road to financial success is paved not only with strategic planning and prudent decisions but also with a money mindset that empowers and uplifts you. Embracing an abundance mindset, for example, can be a transformative approach to achieving greater financial prosperity. It’s about shifting your focus from scarcity and limitations to a mindset of […]
