Author name: financialfreedomllc20

Should you hire a financial planner for retirement?

Should you hire a financial planner for retirement?

June Sham writes for NerdWallet. Email: [email protected]. The article Should you hire a financial planner for retirement? originally appeared on NerdWallet. https://www.nerdwallet.com/retirement/learn/retirement-financial-planner #financialliteracy #financialfreedom #finance #financialindependence #personalfinance #money #financialeducation #investing #financialplanning #entrepreneur #debtfree #wealth #creditrepair #budgeting #investment #debtfreecommunity #credit #financialadvisor #creditscore #financetips #financialgoals #realestate #debtfreejourney #moneymanagement #creditrestoration #invest #wealthbuilding #creditrepairservices #moneytips #passiveincome #finances #generationalwealth

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Selling Treasury Bonds Is Easy, But Consider The Tax Implications

Selling Treasury Bonds Is Easy, But Consider The Tax Implications

As savers, we are being rewarded with higher risk-free yields. Treasury bills (T-bills), Treasury bonds, and money market funds are still paying over 4% without taking equity or credit risk. Because Treasury interest is exempt from state income tax, these instruments are especially attractive for higher earners in high-tax states like California and New York.

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Coming Soon: NerdWallet’s 7-Day Financial Reset

Coming Soon: NerdWallet’s 7-Day Financial Reset

Lauren Schwahn writes for NerdWallet. Email: [email protected]. Twitter: @lauren_schwahn. The article Coming Soon: NerdWallet’s 7-Day Financial Reset originally appeared on NerdWallet. https://www.nerdwallet.com/finance/news/7-day-financial-reset #financialliteracy #financialfreedom #finance #financialindependence #personalfinance #money #financialeducation #investing #financialplanning #entrepreneur #debtfree #wealth #creditrepair #budgeting #investment #debtfreecommunity #credit #financialadvisor #creditscore #financetips #financialgoals #realestate #debtfreejourney #moneymanagement #creditrestoration #invest #wealthbuilding #creditrepairservices #moneytips #passiveincome #finances #generationalwealth

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4 Questions That Separate Decamillionaires From Everyone Else – Decision Making Framework

4 Questions That Separate Decamillionaires From Everyone Else – Decision Making Framework

In this episode, we unpack the mindset of DecaMillionaires with Justin Goodbread as he reveals the four transformative questions that can elevate your decision-making process. Discover how shifting from a ‘Can I?’ mindset to ‘How can I?’ can unlock new opportunities and lead you to greater success.  Learn more about Relentless Value Coaching:  https://www.justingoodbread.com/coaching/ BOOK

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CRA warns of 'aggressive tax schemes' involving critical illness insurance

CRA warns of ‘aggressive tax schemes’ involving critical illness insurance

The Canada Revenue Agency (CRA) is warning that Canadians could unknowingly participate in an “aggressive” tax scheme and face serious consequences, including penalties, court fines and even jail time. The agency issued a news release saying the scheme involves critical illness insurance arrangements that may be designed to avoid paying taxes. The arrangements are often

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J.P. Morgan Investing Review – Self-Directed & Automated Platforms

J.P. Morgan Investing Review – Self-Directed & Automated Platforms

If you want a low-cost trading or managed investing option with everything you need to build a diversified portfolio, J.P. Morgan Investing is worth considering. Here’s what you need to know about its capabilities, advantages, and disadvantages to determine if it’s right for you. Source https://www.moneycrashers.com/you-invest-jp-morgan-review/ #financialliteracy #financialfreedom #finance #financialindependence #personalfinance #money #financialeducation #investing #financialplanning

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Are Equal-Weight S&P 500 ETFs Bubble-Proof?

Are Equal-Weight S&P 500 ETFs Bubble-Proof?

Sam Taube writes for NerdWallet. Email: [email protected]. The article Are Equal-Weight S&P 500 ETFs Bubble-Proof? originally appeared on NerdWallet. https://www.nerdwallet.com/investing/news/equal-weight-s-p-500-etfs-bubble-proof #financialliteracy #financialfreedom #finance #financialindependence #personalfinance #money #financialeducation #investing #financialplanning #entrepreneur #debtfree #wealth #creditrepair #budgeting #investment #debtfreecommunity #credit #financialadvisor #creditscore #financetips #financialgoals #realestate #debtfreejourney #moneymanagement #creditrestoration #invest #wealthbuilding #creditrepairservices #moneytips #passiveincome #finances #generationalwealth

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What should two brothers do when their dad’s missing will apparently leaves the house to his deceased brother?

What should two brothers do when their dad’s missing will apparently leaves the house to his deceased brother?

In an increasingly complex world, the Financial Post should be the first place you look for answers. Our FP Answers initiative puts readers in the driver’s seat: you submit questions and our reporters find answers not just for you, but for all our readers. Today, we answer an estate question from Peter about a missing

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11 Best Small Business Checking Accounts of December 2025

11 Best Small Business Checking Accounts of December 2025

Most business bank accounts impose transaction limits and demand hefty minimum balances to waive monthly fees, putting small businesses at a disadvantage. But the picture isn’t uniformly bleak. These small-business checking accounts have low minimum balance requirements and plenty of fringe benefits. Source https://www.moneycrashers.com/best-business-checking-accounts/ #financialliteracy #financialfreedom #finance #financialindependence #personalfinance #money #financialeducation #investing #financialplanning #entrepreneur #debtfree

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Shocked by Your Electric Bill? 3 Reasons Costs Are Rising

Shocked by Your Electric Bill? 3 Reasons Costs Are Rising

Rick VanderKnyff writes for NerdWallet. Email: [email protected]. The article Shocked by Your Electric Bill? 3 Reasons Costs Are Rising originally appeared on NerdWallet. https://www.nerdwallet.com/finance/news/electricity-costs #financialliteracy #financialfreedom #finance #financialindependence #personalfinance #money #financialeducation #investing #financialplanning #entrepreneur #debtfree #wealth #creditrepair #budgeting #investment #debtfreecommunity #credit #financialadvisor #creditscore #financetips #financialgoals #realestate #debtfreejourney #moneymanagement #creditrestoration #invest #wealthbuilding #creditrepairservices #moneytips #passiveincome #finances

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'Tis the season: How to make philanthropy part of your financial plan

‘Tis the season: How to make philanthropy part of your financial plan

By Diana Orlic Names such as Bill Gates or Warren Buffett often come to mind when people consider philanthropy , but philanthropy is not just for the ultra-wealthy because everyday Canadians who want to make a difference can also give in many different ways. From financial donations to volunteering time, a meaningful contribution is defined

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