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3 Tips to Overcome Your Fear of Spending Money

3 Tips to Overcome Your Fear of Spending Money

There are times when we pinch pennies or even save to the extreme and then there are those that have developed a fear of spending their money. This fear is probably based off of a past experience when someone had no access to funds and because of poor budgeting or...
How Investment Properties Are Taxed

How Investment Properties Are Taxed

Curious about investment properties and how that income can be taxed? Let me begin by telling you a little story that happened not too long ago in a city not too far away. Once upon a time, there was a tax advisor sitting in his office going through a regular tax...
I No Longer Qualify for a Roth IRA, Now What?

I No Longer Qualify for a Roth IRA, Now What?

So, you are interested in saving for your retirement, but you make too much to contribute to a Roth IRA. There are many rules surrounding this type of retirement account that limit who can use the account and how they can use it. The backdoor Roth IRA is a common...
Should You Save or Invest?

Should You Save or Invest?

One of the hardest questions we ask ourselves is whether we should save our money or invest it. Keeping our money in our account for emergencies can help us feel safe in knowing it’s available when we need it. On the other hand, choosing to invest will help with...

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