Newsletter
Spilling the Tea
A newsletter focused on health, wealth and everything in between. Wellness is more important than ever. It’s not just about having enough money to meet your needs, but also about feeling confident and in control of your future.
Take Care of Your Chicken
"Take care of your chicken" means to take care of your money. When you're earning, it can feel like that income will last forever, but it's crucial to focus not only on making money but also on protecting it. Ensuring financial security requires a balanced approach that includes managing and safeguarding your wealth for the future.
What’s the Difference Between a Brokerage Account and a Retirement Account?
When deciding between a retirement account and a brokerage account, understanding their key differences is essential. A brokerage account is a taxable investment account, allowing for flexible deposits and withdrawals, with taxes applied to gains in the year they occur. In contrast, retirement accounts, like Roth and Traditional IRAs, offer tax advantages.
Unmanaged stress can impact your bottom line
When stress is managed well, you are generally more focused which leads to better overall performance and higher quality of life. Effective stress management can significantly impact your bottom line by improving productivity and enhancing engagement.
Money and family…do they mix?
Navigating the intersection between your loved ones and finances can be complex. Here are a few questions to consider before committing financially to a loved one and potentially risking your financial security:
When to save vs invest
Given the rising cost of living and stagnant wages, making informed decisions about where to allocate your money is crucial. Here's a breakdown of when to prioritize saving versus investing:
5 keys to successful retirement planning
Retirement planning can feel overwhelming especially if you’re balancing multiple financial obligations and concerns. These five keys are meant to help you gauge where you are and assist you with starting/continuing your journey towards retirement.
Leverage Your Company Benefits to Build Wealth
Leveraging employer-provided benefits can be a highly effective and often underutilized strategy for building wealth and enhancing financial health.
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