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financial coaching
Veteran Benefits
This Friday we observe Veterans Day. For some, this may be a day off work or school, or an opportunity to sell or buy discounted furniture. However, we should also take a pause and remember the real reason we observe this day. Originally deemed Armistice Day to honor veterans of World War I, it was...
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What would your tax planner do? Did you become a Bitcoin millionaire last year and cash in? Tax day is only a little over a month away and it’s almost time to settle up with Uncle Sam.  Are you self-employed? Have a rental property? Any foreign income or investments? Did you track your transportation expenses when...
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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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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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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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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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Does This Count as a Gift?  The Top 5 Gifting Mistakes People Make If you’re looking to help pay for your child’s wedding or give a little extra during the holiday season, many people are unaware that a tax grinch is lurking around the corner waiting to get you for doing a good deed. So...
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The Difficulty of Being Your Own Boss You are out of the rat race and into your own business. You have given up a nine to five life so that you can work on your own terms. Now is the time to buckle down and focus on creating your own brand and keeping the fruits...
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Consumers today are bombarded with advertisements to work with a financial planner or advisor, so what sets apart a Certified Financial Planner™ from the rest? Anyone can say they are a financial planner; However, not every planner is held to the same rigorous standards.   All candidates for the CFP® certification are held to the...
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