VIDEO:
Is Divorce Ever a Financial Strategy? In today’s Quality of Life Conversation, Dan and Leah tackle a surprising topic: when an attorney suggests divorce to protect assets. How does this impact financial planning and quality of life?
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Is Divorce Ever a Financial Strategy? In today’s Quality of Life Conversation, Dan and Leah tackle a surprising topic: when an attorney suggests divorce to protect assets. How does this impact financial planning and quality of life?
Are you leaving money on the table? In this video, we break down what vesting means and how it impacts your retirement savings. Whether you’re saving in a 401(k) or 403(b), understanding your employer’s vesting schedule can help you make smarter career and financial decisions.
Are you tired of the holiday season feeling more like a shopping marathon than a time of love, joy, and connection? We get it. With all the ads, sales, and societal pressures, it’s easy to lose sight of what makes this season truly magical.
Understanding liquidity is key to smarter financial decisions. In this video, we explain what liquidity means, why it’s important, and how it impacts your financial strategy.
Are you 55 or older and thinking about accessing your retirement savings early? The Rule of 55 might be the solution you need! In this video, I break down what the Rule of 55 is, how it works, and who can benefit. Learn how you can withdraw from your 401(k) or 403(b) penalty-free, along with the important considerations you should keep in mind. Don’t forget to like, subscribe, and share this video with anyone who might find it helpful!
As Thanksgiving approaches, it’s the perfect moment to pause, reflect, and embrace the power of gratitude. This season, we’re celebrating the joy of appreciating what we have, finding peace in the present, and cultivating contentment that lasts far beyond the holiday table.