Financial Guideposts

📅 Next week, on Tuesday, November 19th at 4pm ET — I’m hosting a webinar on Smart Money Choices for Medical Professionals. If you’re a medical professional looking to tackle financial challenges unique to your field, this session is designed just for you. After working with medical professionals for over 30 years, I know how crucial it is to take control of your financial health, just like you do for your physical health. Here's what we'll cover to help you get on track for a comfortable retirement: ✅ Strategies to maximize your retirement savings (401k, 403b, HSAs) ✅ Solutions for student loan repayment and debt management ✅ Tips for tax-efficient investing ✅ Protecting your income with the right insurance coverage Take a step toward financial security and peace of mind by joining us. You’ll gain practical insights you can put into action right away! Secure your spot now and invest in your financial future 👇 #FinancialPlanning #MedicalProfessionals #RetirementPlanning #Webinar

Going into 2025, you MUST know about HSAs. Check out our latest podcast 👇

Have you ever wondered what retirees look back on and wish they’d done differently? In our latest podcast, we dive into the top five retirement regrets and how you can avoid them. From planning your health to pursuing passions and making the most of your time, this episode is packed with insights to help you create a retirement filled with purpose and joy.   Here’s what you’ll learn: 👉 Why retiring too late might not be the best choice 👉 How to balance early retirement spending with long-term security 👉 The crucial role of health in your golden years 👉 How hobbies can provide structure and purpose 👉 Why traveling sooner rather than later is key Don’t miss this opportunity to reflect on your future and take steps toward the retirement of your dreams.

2025 is coming soon. Learn some game financial changing strategies for the New Year!

Learn the big changes coming to Social Security in 2025! Our podcast covers it all.

Nurse burnout is a widespread issue in the healthcare sector characterized by emotional, physical, and mental exhaustion due to high workloads, long shifts, lack of support, and the emotional toll of patient care, which adversely impacts nurses’ well-being and the quality of patient care.

For medical professionals with unique financial demands, the path to a $3 million retirement may seem challenging. But with the right approach, it’s absolutely achievable—and we’re here to show you how. In our latest podcast, we break down exactly how medical professionals at every career stage can reach this milestone with age-specific monthly goals: 🔹 20s: Starting small with compounding to maximize growth over the years, even while tackling med school debt. 🔹 30s: Balancing the demands of family, career, and student loans with automated savings. 🔹 40s: Keeping lifestyle inflation in check and focusing on long-term goals as income grows. 🔹 50s: Maximizing tax-advantaged accounts for that last boost to secure a comfortable retirement. You’ll also hear about strategies tailored for the healthcare field—like tax-efficient savings, smart diversification, and planning for extended lifespans and unique healthcare needs. Listen Now to start building the retirement you deserve 👇

🎗 As Breast Cancer Awareness Month has just wrapped up, we’re reflecting on an important topic: Life Insurance After a Breast Cancer Diagnosis. For many survivors and their loved ones, life insurance can feel like one more hurdle on an already challenging journey. But with the right information and resources, securing coverage that protects your financial future is possible. In our latest podcast, we discuss: 👉Types of life insurance available, including options during treatment and remission. 👉Factors that impact premiums and what to expect when applying. 👉Tips on finding the best insurer and policy for your unique needs. 👉Whether you're navigating this yourself or supporting someone who is, this episode provides clarity and encouragement for the road ahead. 🌟 ✅Listen here for insights and support on your journey to financial security: https://lnkd.in/eBnXxjYS

With the election just one week away, it’s time to get serious about how the results might impact your finances. 💸 Whether we see a Harris or Trump presidency, each candidate’s policies could bring significant changes to: ✅ Taxes – Who pays more, who pays less, and how it could affect your paycheck. ✅ Social Security – Short-term relief or long-term sustainability? ✅ Inflation – Will prices rise no matter what? ✅ Economic Growth – Is the future in deregulation or middle-class investments? Want the full scoop? 🎧 Learn how the next week’s election results could affect your wallet here: https://lnkd.in/eXMdHV_Y 👉 Check out our latest podcast episode where we break down both candidates' economic strategies so you can make informed decisions and be prepared. Your finances depend on it! Schedule a call with me here: https://lnkd.in/gwiZ-zyv #Election2024 #FinancialPlanning #Economy #Taxes #SocialSecurity #BeInformed

Taxes might be boring, but knowing the latest IRS adjustments for the 2025 tax year could save you money! 💰 In this video, we're breaking down the important changes and what they mean for you—whether you're filing as single, married, or head of household. From higher standard deductions to changes in tax brackets, we've got you covered. 📝✨ 📌 Here’s what you’ll learn: 🤑 How the new standard deductions can impact your return 📉 Changes in marginal tax brackets and how you might pay less in taxes 🚋 Updates to pre-tax benefits (perfect for commuters!) 👶 The boost to the adoption credit and other family benefits 🏡 Estate tax, gift tax, and retirement savings updates Take advantage of the key tips to navigate these changes like a pro! 👍 Hit the link to dive, listen to our podcast, and make sure you're ready for the 2025 tax season. 🙌 🔔 Subscribe for more tax tips, personal finance, and money-saving strategies!