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How To Prioritize Financial Self-Care

If I have learned anything during this global pandemic, it is that self-care is everything when it comes to keeping your sanity, and that self-care goes far beyond natural hair and skin care routines. Holistic care is mental, physical and financial, which means being intentional when it comes to your financial routines and habits.

Doctor Independent Wealth Illustration

After a long, prosperous career and strategically saving 20% of your earnings and investing in equities, you have successfully created a retirement paycheck for yourself. Even as you spend 5% a year in retirement, your investment account should continue to rise, totaling approximately $3.8 million after 55 years!

Ready, Set, Retire! - Parsec Financial - Retirement Planning

Roth vs. Traditional 401(k)

The differences between Roth and Traditional 401(k) extends beyond 401(k)s. To truly understand the benefits and differences, one should also consider Roth and Traditional IRAs.

The Bucket List

Several years ago, I read a self-help book that promised to help me manage money better.  I do not remember much about the book, not even the title.  I do remember one exercise that was very useful.

The Importance of Beneficiary Designations

A beneficiary designation states to whom your assets will pass after your death. These types of designations are assigned to specific assets. For example, your employer’s 401k plan will have a beneficiary designation, which is separate from your personal IRA.

Tax Help for Growing Families

Having a child is one of life’s special events – but the cost of a growing family can also bring challenges to your life. Here are some ways that you can take advantage of tax breaks that come along with those extra mouths to feed.

Taxes Are the Golf Balls of Personal Finance

For the professional golfer, hitting your ball into the water has its price: It can be embarrassing. The internet is littered with stories and images of PGA Tour players dropping their trousers to take swings at errant, but playable, shots that have landed in hazard areas. It can cost you a tournament. Greg Norman, the

Eight Saving and Investing Principles

Here are eight fundamentals you need to learn how to save, invest and hopefully help secure independent wealth over the course of your career. If you remember these key principles as you make your financial decisions you will find the process to be much easier and you will help put yourself in the best position to achieve independent wealth for yourself in retirement and for your family for generations to come.

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