Category: Money Tips

How Stock Compensation Fits into Your Financial Plan (Blog)

This month I have a guest blog post from Chloe Moore, CFP®, founder of Financial Staples, a virtual fee-only comprehensive financial planning firm based in Atlanta, GA and serving clients nationwide. To learn how to get the most out of stock compensation and why it’s important to understand how it fits into your financial plan, read Chloe’s post below and also tune in to episode 008 of my podcast, where I interview Chloe and she shares this valuable information.

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Protecting Yourself and Your Loved Ones From Credit Scams (Blog)

Protecting your credit from scams is an ongoing battle. If you’re feeling overwhelmed, you’re not alone. Research shows people aren’t as savvy at identifying scams as they think they are. Plus, you don’t always have control over who has access to your sensitive information.

This month I have a guest blog post from Marguerita Cheng, CFP®, Chief Executive Officer at Blue Ocean Global Wealth. Rita shares her insights and tips on what we can do to help protect ourselves, our children, and our parents from credit scams. You can also tune in to Episode 006 of my podcast to hear Rita and I talk about the different types of scams and what one can do to protect themselves.

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The 7 Steps Toward Building a System of Family Governance (Blog)

The rich get richer because the rich get help. And they have for centuries. Although we may not be ultra-wealthy, there are things that we can do to create a system for creating family harmony, preserving family history, and nurturing family values and wealth through the purposeful structure and stewardship of the founding family members. 

This month I have a guest blog post from Jason Howell, CFP®, author of Joy of Financial Planning: 7 Strategies for Transforming Your Finances and Reclaiming Your American Dream. Below  Jason shares the 7 distinct steps towards building a system of Family Governance for just a family and/or a family business.  We also talk about family governance in Episode 005 of my podcast, so be sure to tune in.

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6 Things You Need to Know About Your Employer Sponsored Retirement Plan

The responsibility to save for retirement has been switched to us. Depending on your age, your parents or grandparents might have worked one job their whole lives and retired with a pension. Aside from a few jobs like the military, or a job with the city or state, most jobs no longer offer a pension, transferring the responsibility to save for retirement to us. Read to find out the 6 things you need to know about your employer sponsored retirement plan.

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5 Reasons Why You Don’t Need to Be a Rockefeller To Have an Estate Plan

We typically hear the word “estate” and automatically associate it with the super wealthy. The truth is that most working families will likely benefit from having an estate plan in place. There are non-monetary things that can be taken care of via wills, trusts, and powers of attorney. Here are five reasons why you should consider establishing an estate plan even if you’re not super wealthy.

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Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Build a Better Financial Future, LLC. and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Luis F. Rosa, EA and Build a Better Financial Future, LLC are able to provide tax services. However, you are not obligated to work with Build a Better Financial Future, LLC and Luis F. Rosa, EA for any tax services. You are encouraged to consult your tax advisor or attorney.