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#69A - 2021 Early Child Tax Credit Update

#69A - 2021 Early Child Tax Credit Update

Children 17 or younger are generally eligible for the child tax credit payments, but there are conditions and the payments are coming early

Jul 26, 20212 min read

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#69 - Couples Unified Budget Review

#69 - Couples Unified Budget Review

Should couples have their own bank accounts? Should they have one budget or two?

Jul 26, 20214 min read

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#49 - I am Leaving My Job. Do I Need to Have an Employer-sponsored plan with my New Employer?

#49 - I am Leaving My Job. Do I Need to Have an Employer-sponsored plan with my New Employer?

Social Security’s goal is to provide 40% replacement income and the individual’s goal is to reach 80% replacement income in retirement.

Mar 7, 20216 min read

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#47 - The 2020 Tax Review: Why You Don't Want a Tax Return & How The Money Improves the Budget

#47 - The 2020 Tax Review: Why You Don't Want a Tax Return & How The Money Improves the Budget

If your standard deduction is less than the total of your itemized deductions, then you should be able to save money.

Feb 21, 20215 min read

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#30 - Are the Flames Burning Out on the F.I.R.E Movement? (Financial Independence Retire Early)

#30 - Are the Flames Burning Out on the F.I.R.E Movement? (Financial Independence Retire Early)

-What is the F.I.R.E movement? -What are the budgeting steps required to meet the personal finance goals? -Why the earnings and savings...

Oct 25, 202016 min read

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