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07 FEB 2024

Optimizing Your Side Hustle: Tips and Strategies for Success

In recent years, side hustles have become increasingly popular, thanks to the flexibility of working from home and the ease of starting businesses online. From e-commerce to service-based ventures, the opportunities are vast.
05 FEB 2024

Employee Benefits with Danny White

Navigating the complexities of employee benefits can be daunting for many employees. With many options in health insurance and employee benefits, making informed decisions is crucial for your financial and personal well-being. In this blog, we dig into the essentials of understanding employee benefits with expert Danny White.
02 FEB 2024

Four Ways to Maximize Your End-Of-Year Finances

As we approach the final months of 2023, it’s crucial to focus on financial planning to maximize your earnings and benefits for 2024. This time of year, while often hectic, presents a golden opportunity to lay the groundwork for a prosperous new year.
02 FEB 2024

Maximizing Your Roth IRA: Essential Tips and Common Mistakes to Avoid

First introduced in 1997, the Roth IRA is a retirement savings plan allowing after-tax contributions to grow tax-free. As of 2023, individuals can contribute up to $6,500 annually, with a $1,000 catch-up if over 50. Roth IRAs have income limits, with phase-outs starting at $153,000 for singles and $228,000 for joint filers.

Mastering Financial Organization: Conquering the Desk Drawer Theory

In a world where financial clutter is all too common, understanding and Conquering the Desk Drawer Theory can be a game-changer for your financial health. This concept, essential to your financial planning, addresses the all-too-familiar habit of neglecting financial documents and accounts. By tackling this issue head-on, you bring order and clarity to your finances. So, what is the Desk Drawer Theory, and how do you apply it?
19 FEB 2024

Annuities: The Good, The Bad, The Ugly - Exposing the Pros and Cons

In this blog post, we will dive into the world of annuities and explore the good, the bad, and the ugly aspects associated with them.

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