Where to invest your next dollar
The importance of having an emergency fund
The benefits of paying off debt and high interest rate credit cards
Taking advantage of employer match benefits for your 401(k)
15 Nov 2023
Episode 46: Things to Consider When Purchasing a Home
· How purchasing a home can impact your cash flow.
· Why it’s important to have a clear picture of the expenses involved in purchasing a home.
· Why renting may be a good option versus home ownership.
· How your credit score can impact the type of mortgage you qualify for.
· How a financial planner can help you integrate the purchase of a home into your overall financial and lifestyle plan.
16 Oct 2023
Episode 45: Charitable Contributions and Gift Planning
Charitable contribution and gift planning strategies
Potential tax benefits
How to make gift planning part of your financial or legacy plan
How charitable contributions and gift planning can impact your favorite nonprofits
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