
Great News: Last Year Was a Terrible Year in The Markets!
...it. It is expected, it is what we signed up for, and clearer skies are ahead. GREAT NEWS! As always...

Secure Act 2.0: Key Changes
...Hope you found this helpful and wishing everyone a wonderful 2023 ahead. Stay wealthy, healthy, and happy! If you prefer...

How to Switch Banks: A 9 Step Plan to Firing Your Bank
...be better off and in a more desirable financial situation. As always stay wealthy, healthy, and happy. If you prefer...

You, Yes You – You Freaking Made It!
...one else. That my friends is something to toast to and be unbashful about, so cheers to you! Stay wealthy,...

What I Learned in 2022 (Annual Edition)
...we choose to let events shape our happiness. I learned that happiness is a choice as there can be beauty...

10 Types of Investments and How They Work
...while you figure out your investment strategy. Potential Benefits and Risks of Investing Investing your money is a way to...

Wealth, Health & Happiness: Housing Market Insight with Matt Lieberman
Wealth, Health & Happiness: Housing Market Insight with Matt Lieberman In this episode of Wealth, Health and Happiness, we interview...

I Took Advantage of The Incredible Sales Recently, Did You?
...moment and ready to act, then even better. In any event wishing you all the best year ahead filled with...

Top 10 Blogs of 2022
...is only one way to end the year and that is by staying wealthy, healthy, and happy! If you prefer...

2023 Key Financial Numbers
...spouse is covered by a plan the Traditional IRA phase-out is at $218,000-$228,000 filing joint. Health Savings Account My favorite...
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