A 529 plan is one of the best ways to save for a college education. It’s tax-advantaged, flexible and available to anyone. But selecting a plan can be a confusing process. Here’s what you need to know about opening a 529 plan: Opening a 529 Plan: Investment Plans vs. Prepaid Tuition There are two main 529 plan options. The investment plan allows account owners to choose to invest their plan, Continue Reading
6 Financial Planning Moves for your 40s
The financial planning moves that helped you build a foundation or support your family awhile ago may not be enough now that you’re in your forties. This decade might be the first time you really feel the pressure of a looming retirement, send your kids off to college, or debate downsizing your family home. Wherever you are in your forties, there are some universal money moves Continue Reading
Donate Money after a Disaster
The recent hurricanes, earthquakes, and wildfires have disrupted thousands of people's lives around the world. These storms have destroyed homes, displaced families and forced the victims to begin rebuilding their lives. Naturally, many people rush to send whatever they have on hand to help, like canned food and clothing. One of the best ways to help the victims after a disaster is by donating Continue Reading
Tax Extension Deadline Filing Tips
There’s another important date coming up if you filed a tax extension back in April. The October 16th tax extension deadline is a couple weeks away. A tax extension allows you extra time to organize your information and file your taxes. Here are some tips to stay on the IRS’ good side if you find yourself scrambling before another deadline: Know the Consequences Missing the tax extension Continue Reading
Maximizing Credit Protection Against Identity Theft
The Equifax data breach put digital security seriously at risk. It’s more important than ever to know how to keep your information safe. A quick recap: Hackers gained access to the personal data of more than 140 million Equifax customers. To put that number in perspective, that’s about 45% of the entire U.S. population. The hackers exploited a vulnerability in the Apache Struts tool, which Continue Reading
Your Guide to Open Enrollment
September is here, which means open enrollment season is here again. This is your chance to review your benefits, increase your coverage or cut back on areas that may not be serving you. If you’ve muddled through your benefits in the past, then this is a new opportunity to understand your benefits and customize them to your needs. If not much has changed over the past year, it might be fine to Continue Reading
Best Physician Money Books for Investing & Financial Planning
When clients ask for book recommendations, I like to give them titles that are as helpful to their lifestyles and careers as possible. This list isn’t necessarily physician-specific, but they do address some of the common themes and questions that come up for doctors planning out their finances. Here are some of my picks for physician money books for doctors: Investing Books for Doctors The Continue Reading
Back-to-School Financial Review
Something about back-to-school season brings that urge to refresh, reorganize, and get to work (and maybe buy a few office accessories just for fun.) If you’re a student or a parent to a student, you’ve probably been buying school supplies, filling out paperwork and savoring what’s left of summer. Even if you’re not a parent or a student, you can harness the “fresh start” energy of Continue Reading
Is Investment Real Estate Right for You?
Investment real estate can be an excellent option for growing your wealth. It can offer you long-term income, it can increase in value over time, and it can be a natural fit for your overall wealth-building strategy. But it is absolutely not a one-size-fits-all investment option. So, how do you know if investment real estate is going to give you the return that you’re hoping for? Start Continue Reading
Your Richest Life Listed on InvestmentNews 40 Under 40
Your Richest Life is coming up on its third birthday! I believe it's important to take the time to look back on the achievements of each year in business. It gives me the chance to reflect on where I've been and where I'm going. One of the best parts of this year was making the InvestmentNews 40 Under 40 list, which is the magazine's roundup of industry professionals making an impact. I was Continue Reading
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