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My Financial Coach
Financial Wellness previous generations concerns
What is “Financial Wellness”, and how has the definition changed over time? In the 80s it was stock picking and stockbrokers, bond yields were high and the hairstyles were higher (thanks to Aqua Net). As Gordon Gecko so famously stated in the 1987 film Wall Street, “Greed, for lack of a better word, is good”....
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October 11, 2019, Scottsdale, AZ – My Financial Coach (MFC) is pleased to announce new partnerships with Subject Matter Experts (SMEs) that have been on-boarded to the My Financial Coach platform. MFC continues to grow both in their practices and having top performing vetted Subject Matter Experts in their respective areas of expertise. The on-boarding...
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October is rolling around again and just like last year you should be receiving notice that your enrollment period is open from your employer. It is time to sign up for additional benefits or remove current benefits through your employer’s group options. Instead of deleting this email, make this the year you dive into truly...
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Financial Planning in today's industry
According to the Oxford dictionary, an assembly line is a merger of workers and machines to produce in bulk, a product of no unique or otherwise customized substance. In our previous article, we noted that advancing technology and consumer empowerment has led to a self-checkout or “do-it-yourself” mentality. While every consumer will approach financial planning...
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Women Researching
Many individuals are aware that in 2019 they can contribute up to $19,000 in their 401(k) as well as an additional $6,000 if they are 50 or older. However, what most individuals are not aware of is that there is a provision that some employer’s 401(k) plans allow for a potential additional employee after-tax contributions...
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Hammer Time harsh struggles with budgeting
“Too legit… Too legit to quit.” These were the opening lines to American rapper M.C. Hammer’s 1991 hit song. While serving as an anthem of never giving up, these lyrics were also prophetic to what was to come for someone whom many may have assumed was setting himself for an early retirement. Behind the scenes,...
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The Self-Checkout Financial Service Industry    Is the age of the financial adviser dead? Just mere decades ago, the average consumer would have been taken back by the thought of scanning and bagging their own groceries. Today, self-service is a way of life and has continued to take over every industry imaginable with the financial...
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August 29, 2019, Scottsdale, AZ— My Financial Coach (MFC)   My Financial Coach announces today that Ladder, the company that has reinvented life insurance to offer simple, flexible, and smart term life insurance online with no commissioned agents, signed an agreement to join its digital platform as a subject matter expert.   With stellar prices,...
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Health Savings Cost (HSA)
Why are you not taking advantage of your hsa? Many individuals are well aware that health care costs are risings and it is often the most expenses item in one’s retirement plan. However, very few individuals have implemented a strategy to handle these future expenses and are missing out on utilizing a key tool in...
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Employer Match
One of the first pieces of financial planning advice is that one should immediately take advantage of any employer’s matching. However, many individuals who are maxing out their 401(k) early in the year do not realize they are missing part of their employer’s match. It all comes down to the details. There is a lot...
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