Money is a tricky subject. Especially when you're tasked with sharing that reasonability within a family dynamic. Communication, honesty, and forgiveness are all important traits in making financial wellness a reality. To learn more, take a look at how to talk to your spouse about money.
An update on the pre-payment of the Child Tax Credits that some are starting to receive in July. What are they for and should you start planning on having to pay it back at the end of the year?
The decade of your 30s is a big make or break period of your life, financially. You are still young enough to take risk and old enough to finance it. Don't let the potential of this time of your life slip away!
The amount of cash you should hold in your bank accounts is determined by a number of different factors. But how can you tell if you're holding to much or to little? In this blog we dive into answer those questions and more!
PharmD Financial Planning is a financial planning firm that specializes in working with pharmacists and their families. But what other information should you know about us? In this blog, we dive into what makes us different than most other financial planning companies out there.
Starting a family is an exciting time. I can say from personal experience that the days are long but the years go by fast. The days get extra long when you find yourself up multiple nights in a row with a baby that doesn't sleep! Outside of those occurrences, there isn't much more in life that can bring you as much joy as being apart of a loving family. However, regardless of what your family dynamic is, you shouldn't let your financial wellbeing take a back seat.
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
How much does a financial advisor cost? You've gotten to the point in your life where hiring a financial professional seems like the next best move. You are looking for that trusted individual who is going to help guide you through all the financial obstacles you anticipate running into in the near future. Whether you are a young family looking to grow your wealth or a pre-retiree looking to confidently enter your golden years, hiring a financial advisor can make sense in a lot of ways. In this blog we dive in to determine how much it might cost you.
The American Rescue Plan of 2021 made dramatic changes to Dependent Care FSAs and the Dependent Care Tax Credit. Which one will provide you with the most economic benefit for the remainder of 2021?
For some, a 401(k) is a retirement lifeline. It's the culmination of years of saving, hard work, and sacrifice. So how well do you really understand it? Are you confident enough in your understanding to maximize all the benefits? It's more critical now than ever to be able to answer, What Is A 401(k) And How Does It Work.
In this blog we are going to break down what PharmD parents need to know when it comes to figuring out how to pay for college. KEY TAKEAWAYS: FAFSA EFC Formula Basics What is Assessable on FAFSA Finding Schools that are Generous with Financial Aid What Can you Actually Afford Student Loans
How much money to you need to retire? Can you retire at age 55? Can you retire at age 65? Is there an average amount that most people need to retire? These questions come up often for pre-retirees. The fact is, there is no "magic number." Retirement success depends on all the other stuff you need to take into account. In this blog, we jump in and explore what that looks like!