Your Financial Plan
Episode 64: 2024 Tax Season Recap and 2025 Tax Planning
In this episode, we share what we noticed filing 2024 tax returns and how, in light of upcoming legislative changes, you can start 2025 tax planning!
Episode 63: Hack Your Travel with Credit Card Points, with Ism Shovan
In this interview, Ism shares about his life as a digital nomad, how he plans trips and then funds them using points and miles.
Getting the Right Life Insurance Coverage [Video]
Watch this video to learn more about the ways you can use your life insurance coverage, no matter what life stage you are in.
Understanding Personal Cash Flow [Video]
In this video, we explain what a personal cash flow is and the tools you can use to begin to take control of it.
How to Set Financial Goals (According to a Coach) [Video]
Many aren’t sure how to set financial goals. In this video, ICF coach Sarah Fincher shares how she works with her clients on their goals.
Preparing to Transition to Retirement [Video]
In this video, Stephanie Geisler, LPC, discusses how to work through emotions of financial choices of making the transition to retirement.
