by Vaishali Shah | Aug 23, 2021 | Blog
On September 8, 2021, we’ll be on Lunch Conversations with Randy Wooden and Teddy Burriss talking about “Preparing to Exit the World of Work.” Creating a retirement plan is like planning for a vacation. They both involve non-financial and financial aspects...
by Vaishali Shah | Aug 15, 2021 | Blog
As a young adult, strengthening your credit score is an important part of your financial strategy. So, how do you do this? Today we’ll look at the five components of a credit score and strategies to start off strong. Factors In a Credit Score Your credit score is...
by Vaishali Shah | May 16, 2021 | Blog
A strong credit history gives you access to money tools that increase your financial security. How do you build positive credit if you don’t have credit history or if your credit score is low? This article shares 5 ways to build credit. 1. Checking account history...
by Vaishali Shah | May 3, 2021 | Blog
Does visualizing success actually help you achieve it? Shirzad Chamine, discusses the power of visualization in his Positive Intelligence coaching series, and he says that it does. In a one-month study of basketball players improving their free throws, players were...
by Vaishali Shah | Apr 23, 2021 | Blog
Unsure how to prioritize your excess cash flow? Here’s a 3-step process to create a plan. Think about your assets as having a return—either positive or negative. Money you contribute to investment and retirement accounts will grow over time and have a...
by Vaishali Shah | Mar 20, 2021 | Blog
Looking for a way to save more tax dollars before filing your return? Be sure to max out the triple threat of tax-savings vehicles—the Health Savings Account (HSA). You can make your 2020 contributions until April 15, 2021. (Note that since the publishing of this...
