Announcements
Need help investing? Good news - I am creating an investing course!
Learn to build your own investment portfolio from the ground up. Stay tuned for release dates and news to come :)
Weekly Highlight - Know Your Why
Sticking to a long-term financial plan can be tough. From market downturns to family emergencies, there is always something to derail your progress.
Here's the secret to long-term success:
Find a "why" that is more powerful than daily distractions. This "why" should be deeply personal to you. Use that reason to propel you forward and help you stay committed.
If you're curious about my own personal "why", you can read more about it here.
Language of Money
“Health Savings Account” - This is a type of account that can be used for both medical expenses and retirement. It is often referred to as "triple tax advantaged."
How so?
You don't pay income taxes on the money you put in.
You don't pay capital gains taxes when you buy and sell investments within the account.
You don't pay taxes when you pull money out of the account.
Spending Smiles
If you're a runner, check out the Saucony Kinvara shoe. I've owned 5 pairs and love them!
Shopping hack: figure out what size fits, then go buy last year's model on Amazon. You'll save about $50 for basically the same shoe :)
Level Up Your Finances
Looking to get ahead financially? I can help you.
For 1-1 coaching, schedule a free consultation.
For more info & resources, visit my website: