An exciting piece of the Build Back Better bill for those who enjoy the outdoors or are looking for alternate transportation is the proposed refundable 30% tax credit for certain types of ebikes costing up to $4,000. Ebikes are a good alternative to electric cars and electric buses as a carbon-neutral transportation option.
Why I Became a Financial Advisor
Here’s the story of how I went from a 14-year-old amateur investor to a CERTIFIED FINANCIAL PLANNER™ professional and founder of a financial firm.
Preparing Your Adult Children to Inherit Wealth
Three steps you can take to prepare and empower your adult children to inherit generational wealth and make the most of your bequest.
How Women Think Differently About Retirement
What can women do to ensure they are ready for retirement? Here are three tips to help make sure you're prepared.
3 Hidden Costs of Waiting Too Long to Start Your Estate Plan
Don't wait until it is too late to start your estate plan. Here is a guide to the potential drawbacks of waiting too long.
What Should You Do About Inflation and Stock Market Volatility?
Investors are understandably nervous about their investments and their purchasing power. If you are worried about your portfolio, you’re not alone. But during stock market volatility, it’s important to keep a level head to avoid financial mistakes.
Goal Setting and Success. Here Are 8 Tips to Realize Your Dreams
How will you achieve your goals if you don’t know what you want? You are 42% more likely to achieve your goals if you write them down. Here are 8 tips to achieving your goals.
Financial Markets: Moving Into 2022
At any given time, there is something in your portfolio outperforming expectations and something else that is underperforming. That is the way of investments. So, let’s talk about parts versus wholes.
What Impact Do You Want to Make?
It can be difficult to decide how, and what to give to charity. Here are five tips to help you figure it out.
5 Financially Savvy Gift Ideas
Five unique gift ideas that will help provide your kids and grandkids with a substantial advantage when it comes to financial security and teach them valuable money management skills as well.