2020 has hit small businesses hard, and the hits keep coming this holiday season. With few people allowed in stores and some services and group activities shut down, it’s going to be even more important to rally around your favorite small business over the next couple of months. The best way to support your community during the holidays is to continue to invest in small businesses. Focus on Continue Reading
Why You Should Consider a Roth Conversion in 2020
For so many people, their incomes took a hit in 2020. Layoffs, furloughs, cut hours....almost every family was affected in some way. Now the year is wrapping up, you might be feeling anxious about going into another year of uncertainty. One way to take advantage of the current climate and do something that will benefit you in the future is to convert your IRA to a Roth IRA before the year Continue Reading
Should You Buy Investment Real Estate Right Now?
Historic low rates have piqued the interest of potential investment real estate buyers - but is this a smart time to buy? If you’ve ever considered getting into the investment real estate game, it makes sense that you might be thinking about it more seriously these days. Homes for sale seem to be flying off the market, and rates are probably as low as they will be for awhile. However, there are Continue Reading
Busting Top Budget Myths
Anytime there’s a big change in your home, family or career, it’s a good time to look at the foundation of your financial plan: your budget. Everyone needs a budget. It doesn’t matter how much or how little you earn, or how boring it sounds - you do need one! I want to break down some of the biggest budget myths I hear about, and maybe convince you that it’s well worth your time and energy to Continue Reading
5 Financial Skills You Should Have in 2020
2020 has thrown most people - and their finances - for a loop. This year that has really emphasized why we put financial safeguards in place, and what can happen if we don’t. But the year’s not over yet. There is still time to finish out 2020 strong, prepared for whatever next year has in store. Here are five financial skills to brush up on right now: Financial Skills for 2020: Saving like a Continue Reading
Open Enrollment: How to Prepare This Year
For most people, their company’s open enrollment kicks off sometime between September and November. It’s the chance you have each year to analyze your benefits and make sure they still reflect your needs, and your family’s needs. Too many people skim over the information they receive for open enrollment and commit to what they had last year. But a lot can change in a year, and you could be Continue Reading
Estate Plan Moves for Your 40s
By the time you’re in your forties, you should have a pretty thorough estate plan in place. You might have kids and a spouse to think of, are more established in your career and typically have some assets to your name. Don’t panic if you’ve barely begun on your estate plan. It’s simple to put the basics in place, and you can fill in any gaps from there. That being said, if you’re missing Continue Reading
Create an Emergency Fund That Has Your Back
When the country went on lockdown back in March, so many people found themselves in a really tough situation. Half of all U.S. citizens have less than $400 saved, and for those who do have savings, they often only have enough for a month or two. Nobody assumes their job will disappear tomorrow, but as we’ve seen this year, anything can happen. If you’re one of the millions of Americans who was Continue Reading
Six Years of Your Richest Life
Six years ago this month, Your Richest Life was born. I didn’t know then where it would take me or if it would work out. But after six years in business, I can tell you it has been one of my most rewarding experiences so far. I’ve worked with hundreds of clients, spoken at dozens of events, and been interviewed for several podcasts and articles. I’ve hired a team. I’ve celebrated plenty of wins Continue Reading
Personal Finance Habits of a Successful Retiree
You’ve spent your career saving and preparing for retirement, and when the time comes, it can feel like you’ve crossed a sort of finish line. While retirement might mark the end of your typical work life, it’s also the start of a brand new way of living. In retirement, you’ll have to pick up new ways of spending, saving, budgeting and investing to support your new lifestyle. Here are some of the Continue Reading
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