8-weeks to financial wellness

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If the Tax Cut and Jobs Act were to expire, many people would experience some level of tax increase, at least federally. Since the fate...

For the past six years we have all enjoyed the tax breaks we received from the Tax Cut and Jobs Act. Tucked into that Act was the...

Saving for retirement as a business owner is not always a priority. When you can save, make sure you use the right plan for you.

Step-up in cost basis is the easiest way to pass wealth to the next generation. Use this flowchart to determine your eligibility.

Make sure you are getting the most out of your employer.

It can be confusing which documents you need to keep on file. This checklist is a great starting point.

Although recessions can be scary, they offer great opportunities to improve your situation. Use the checklist for things to consider.

Use this checklist to help better understand your Social Security benefit.

The right account for you depends on your situation. This flowchart can help you understand what may be the best course of action.

As you save, make sure you do so in the most beneficial manner. This checklist can help you make those decisions.

Your student loans may be eligible for an income-diven repayment plan. IDRs can help your cashflow significantly. This one can help you save

Student loans are complicated. Picking the right payoff option is even more so. Use this checklist when figuring out how to get rid of them.

Your pay stub should be accurate. Use this flowchart to walk through things to look for. Make sure your money is right.

Do not be tempted by a lump-sum option. It is only meant to save the company money. Know your numbers and make an informed decision.

Missing your estimated tax payments can lead to penalties and interest. Do not waste the money you are working so hard for.

My personal favorite of all the checklists/flowcharts. Use this resource at the beginning of each year to begin planning.

Being self-employed adds another layer of complexity to your finances. This checklist can help you keep everything in order.

There are spcific ages in life that your financial picture can change. This list covers most of those moments.