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In this video, I will walk you through filling out this new Financial Crimes Enforcement Network Beneficial Ownership form that you must fill out if you have an entity like an LLC or a corp.
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Whether you're setting up a new business or want to incorporate yourself to save money, this video will guide you through 11 essential steps. I'll cover everything you need to do to set up your entity (INC or LLC, possibly with an S Corp classification) and what you should do afterward to stay compliant. I'll […]
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Imagine transforming your credit score by 200 points in just 30 days—sounds pretty incredible, right? While the challenge of a major credit score overhaul in just 30 days might be a tall order, you can achieve significant results quickly with the right strategies and dedication. If you're feeling overwhelmed by your current credit situation or […]
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Your hard work and dedication have earned you a reputation as a trusted financial advisor. Now, it’s time for your website to showcase that success! In the financial services world, your website is often the first touchpoint for prospective clients, and it needs to be as polished, intuitive, and trustworthy as the advice you provide. […]
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In this video, I discuss subprime loans, whom they potentially benefit, and whether they could cause another crisis in the future.
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In a recent study, the American Institute of CPAs (AICPA) discovered that nearly 60% of Americans feel overwhelmed at the thought of managing their finances. Deciding whom to turn to for financial advice is not the least of the challenges faced by the average working individual. Here’s the good news: This article will give you […]
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In this video, I talk about why you would have multiple retirement accounts and how you can use them strategically to your benefit.
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Moving to a new city is both thrilling and challenging. I remember moving with my husband and son from Los Angeles to Florida and feeling completely overwhelmed. While we had done everything we could to prepare financially, we hadn't taken into account what it would feel like not to know a single person in our […]
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In this video I talk about basic steps you can take to better manage your finances and help you save money.
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In this video, I talk about business finance basics and the critical importance of starting bookkeeping early.
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In this video, I discuss what exactly CDs are and why you would consider having one?
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The 10 Best Golf Shoes of 2024 was written by Jeff Fang and originally appeared on Wealth of Geeks. It has been republished with permission. Every golfer knows that equipment makes a big deal in your performance on the golf course. For example, somebody playing with a brand new set of Callaway Edge irons will […]
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Since the pandemic and the subsequent rise of remote work, it has become more critical than ever to have reliable and easy ways to transfer money internationally. According to the World Bank, the sum of money sent home by economic migrants was close to $800 billion in 2022. This money was disproportionately sent to low- […]
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First it was cryptocurrencies, then meme stocks, then NFTs. Back in 2021 it felt like everyone was taking enormous risks in the hopes of striking it rich. But even though the market is filled with high-risk opportunities, millions of investors still favor long-term, risk averse strategies. Just look at the over $8.1 trillion parked in […]
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In this video, I discuss what Roth Conversions are, how they work, and why you would consider doing one.
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After the hustle and grind of work life, the greatest attractions of retired living include enjoying endless rounds of golf, lazy days by the poolside and a year-round active lifestyle. Since 2020, hundreds of Americans have been discovering that retiring in mid-life to Scottsdale, Arizona is the ticket to this long-dreamed-of lifestyle. Watching the breathtaking […]
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Homeowners are constantly searching for ways to amplify their property's value and appeal. A driveway gate is a lesser-known option that offers more than just a boost to your home’s curb appeal—it enhances security, too. Gates serve as the first line of defense, preventing unauthorized access and adding a touch of elegance that complements your […]
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Having year-round access to the world’s best freshwater fishing or learning yoga on the tranquil waters of a lake may sound like the stuff of retirement fantasies. But scores of Americans retiring in their mid-40’s and 50’s to Winter Haven, Florida have turned this fantasy into reality. Perhaps unsurprisingly, Spyfu SEO data reveal that each […]
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Whether you just bought a house or opted to rent, you need to start planning the financials of your move. Deciding between doing it yourself or hiring professional movers can affect your wallet AND your stress level during a move. Many people quickly opt for a DIY move, assuming it will be less expensive without fully […]
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Over the last three years, multiple business surveys have ranked Greenville, South Carolina as one of the fastest growing cities and hubs of economic development in the USA. Little wonder that Americans across the country looking for an ideal retirement destination target Greenville, SC in nearly 2,250 retirement-related searches each year. Recent IRS data show […]
