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Know-More Blog
Virtual financial wellness and planning delivered in a comprehensive plan while remaining unbiased and unconflicted. That was the mission that brought together the operations team here at My Financial Coach. After three years of operations, My Financial Coach is still delivering on that mission and working to grow our impact. We have certainly had many...
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Financial planning is a journey, not a destination. There are a lot of ways you can engage in financial planning and there are several types of firms that focus on specific topics. For example, many investment management firms may focus on asset management and retirement income planning, while insurance agencies may focus on insurance gap...
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Once you’ve flown first class, you realize just how cramped it is in economy, with food that is either nonexistent or unappetizing, and no guarantee that you’ll have room for a carry-on bag in the overhead compartment. In first class, you get more space for bags and legs, better provisions and specialized attention from the...
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One of the perks of being a small business owner is the tax deductions you can take advantage of, including writing off trips and vacations. You just need to know your motives before you go! To begin, you need to understand your trip needs to have a business purpose for it to be eligible as a tax...
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No long-term financial instrument should be left unattended over time. A life insurance policy typically spans several decades and must be managed. Policy portfolios may be impacted or influenced by policy owner actions/inaction, the general economic environment, tax laws, health changes, family changes, risk tolerance changes, evolving goals, and changes in financial resources.  Policy management...
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When it comes to financial, retirement, insurance, tax, and all the important life choice planning, you want to look for the best of all things. You want to find a financial partner that can both help you cover all your financial bases and provide expert level insights into each of these areas. You also probably...
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Disability
Life as a business owner and a newly minted family man keeps you on your toes. I have been learning through experience about the importance of prioritizing time and energy between early morning and late evenings. Even as a financial planner new medical costs have made me realize the importance of understanding and having great...
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Over the course of the past few years, individuals have incorrectly used the terms Medicare and Medicaid interchangeably. Of course, with so much information out there, it is understandable why it is difficult to decide on which government program works best for you or a loved one. Below, we have provided answers to some of...
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2020 has come and gone. People have never been more aware of their personal health and happiness. We hope that this newfound resilience allows everyone to not only appreciate having both but continue being vigilant going into 2021.    For some people, an annual medical check-up helps them stay on top of their health and...
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Financial planning is important to accomplish your goals like buying a house, saving for your child’s education, leading a stress-free retired life, repaying debts, etc. Besides, it helps you to determine whether or not you are on the right track to achieve your goals. So in short, proper financial planning can help you to make...
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