Here’s a more practical and realistic way to set goals for the new year and actually make progress.
When is the last time you reviewed your beneficiaries? Retirement accounts (IRAs, 401ks) and life insurance both require naming beneficiaries. This is one of the most overlooked financial tasks I see as a financial advisor, and the consequences can be severe. In this episode, learn more about the how and why to updating your beneficiary designations on your financial assets and accounts.
The Tax Cuts and Jobs Act of 2018 has impacted charitable giving. You can no longer simply give to your favorite charity and receive an automatic tax deduction unless certain qualifications are met. Listen in as I share a handful of strategies that can still allow you to give to your favorite charities AND save money on your taxes.
The end of the year is a good time to get your financial house in order. In this episode, Stephanie shares 5 savvy year-end financial moves that can help you better prepare for next year!
Do you make assumptions about other people’s thoughts or intentions? We all tend to because of gaps in our communication. In this episode I explore the perils of making false assumptions.