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NEWSLETTER
Each week I deliver quick, actionable information straight to your inbox. Read it in less than 2 minutes and move on with your day. Life is too short to waste time.
What is an Individual Retirement Account? Which is better: a Traditional IRA or a Roth IRA? Where should you invest your money? Which one makes more sense? And be sure to listen to the end where we talk about Roth Conversions and Backdoor strategies.
What is a Health Savings Account (HSA)? How does it work? What can you use it for? And be sure to listen to the end where we talk about how investing in your HSA can save you thousands of dollars.
What is a stock or bond? How should you think about diversifying your portfolio?
What is in the 2021 Stimulus package? Have you received your checks? Does the unemployment benefit continue or increase? What are the changes when it comes to taxes and deductions?
Are you prepared if the market decides to take a tumble? Find out what are good and bad strategies.
As your savings and net worth grow, make sure that you are protecting that wealth with smart strategies. Find out what to consider depending on your current stage of life.