Posts by Michelle Smalenberger, CFP®
Prepare for your tax returns using FORMS [Video]
It’s tax season and everyone’s thinking of everything they need to get ready for their accountant. I want to help you prepare for your tax return with an easy system to remember all the things you need to pull together.
Read MoreOther 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?
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