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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

Most older adults prefer to age in place today, which means a significant need for accessibility at home. But as many seniors soon learn, affordability can become a challenge when your home requires updates to make your golden years more comfortable. Whether you’re preparing for your own future or are helping an elderly loved one...Read More