A 529 Plan is a great way to save for college when you’re (1) on track financially and (2) have money that you’re prepared to dedicate exclusively to educational expenses. Before you start saving for your child’s college fund, I would make sure you have taken these other higher-priority Money Fit Moves first: Have already paid-off all …
How to Maximize College Savings with a Savvy 529 Plan Read More »
You’re here because you’re ready to begin your debt-free journey! You’re making the right money move and I’m excited for you. You wouldn’t have clicked on this page unless you were good and ready, so let me help you get there. By the way, if you want any encouragement along the way, feel free to …
How to Start Your Debt-Free Journey in Four Easy Steps Read More »
Personal finance has three main areas, so covering all these bases will brighten your financial future (1) Cash management (e.g. budgeting), (2) Wealth creation (e.g. investing and retirement), and (3) Asset protection (e.g. insurance, will & trust). I’ve compiled a list of what I consider to be the 12 most critical, must-do personal finance “money moves” you can …
Budgeting, Investing & Retirement – 12 Must-Do Money Moves Read More »
