Posts by Michelle Smalenberger, CFP®
Other Gift Options [Video]
Let’s talk about gift options for when you just can’t think of someTHING to give. This is part of our year-end checklist of items for year-end but also specific to the giving season. There are people that you just can’t think of the perfect item for, so here are some other ideas.
Read MoreGiving Back: A Better Life For Kids
An organization I personally love and spend time helping is A Better Life for Kids! They serve children with difficult circumstances in Ghana, Africa.
Read MoreBe Aware of the Lifestyle Creep [Video]
Have you ever found that as you earn more income you spend more? This is what’s known as the lifestyle creep. This means as your income increases so do your expenses. So year by year you slowly earn more over time. Therefore, your expenses go up over time too. One thing to be thoughtful of…
Read MoreHow to Choose Investments In Your College Savings Accounts
You have started saving for your child or grandchild’s college education! Here how you choose investments in your college savings accounts.
Read MoreStay Diversified FROM Your Employer
Why to stay diversified. If you invest in your company’s retirement account or choose your own investments what do you really own?
Read MoreAdvanced Child Tax Credit Decision Time
Time to make the Advanced Child Tax Credit Decision! Here is a general analysis and how you may want to respond to receiving these credits.
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