+1 760.340.4277 customerservice@myfinancialcoach.com

Tag

financial wellness
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...
Read More
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...
Read More
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...
Read More
In early 2020 the CFP Board announced that 23.2% of women held the CFP® designation, up 4% from the previous year. Even though this was cause for celebration, female financial advisors only make up about 15-20% of all advisors today and leave lots of opportunities open for women to enter the field – this is...
Read More
Labor Day
“Where love is there is no labor; and if there be labor, that labor is loved.” — Jane Austen   Another Labor Day is now upon us and many may be spending this holiday either going for a second cheeseburger, dusting sand off from the beach, or filing away the receipts after a bit of...
Read More
Becoming a caregiver for a friend or family member is often a selfless act, but it does not always have to be a thankless one. Caregivers often give up much of their time, energy, resources, and even careers to take care of someone who needs help taking care of themselves. Caregiving does not discriminate as...
Read More
Do you, a friend, or a family member, find yourself instinctively adjusting your portfolio or approaching your finances in a certain indescribable way? Do you often have great difficulty listening to new financial philosophies, or even become aggressively defensive of a particular strategy that you have held to for months or even several years? If...
Read More
Its that time of year again, boxed lunches, boxes of donuts, and boxes of name-brand coffee in the break room can only mean one thing; its time to check those boxes on your employee benefits election form. Every year it feels the same, time for you to shop 401(k) plan options, shop through health insurance...
Read More
covid-19
Thirty years ago, I discovered and set out to master the nonqualified deferred compensation field. I designed and placed several hundred plans prior to the 1986 Tax Reform Act, which caused dramatic changes in how these arrangements were funding. Prior to the Act, we could credit participant accounts with 18 to 22 percent guaranteed interest...
Read More
As a highly compensated executive, you are focused on your career and management responsibilities. But no employee can afford to overlook personal financial planning. At the same time, your employer has a vested interest in helping you, and not just in your job, but in your personal wealth management as well. Why? Because when you’re...
Read More
1 2 3 4 6