Financial Planning, Millennials

2023 Contribution Limits For Each Investment Account

It’s the start of 2023 which means there are new contribution limits for various investment/retirement accounts. This is one of the biggest jumps I have ever seen all because inflation has been super high. It’s important for you all to know these and to increase your contributions to reflect these changes. 401(K) and 403(B) Employee Contribution You can contribute up…

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Big Picture, Financial Planning, Podcasts

Long Game Podcast Episode – Unlock Your Inner Millionaire with 5 Income Accelerators With Jeff Rose CFP®

Are you looking for a way to take your income to the next level? Look no further- today we share 5 “Income Accelerators” with you. Jeff Rose is a Certified Financial Planner and founder of the award-winning blog GoodFinancialCents.com.  He went from over $30,000 in debt to becoming a multi-millionaire by working tiredly to perfect ways to increase his income…

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Financial Planning, Millennials

What You Need To Know About Target Date Funds

Target date funds are pretty popular these days. You may have seen them in your 401(K) investment options lineup with names like Retire 2050 or Target 2050.  Target Date Funds are made to simplify things for you. They essentially let you choose one fund that is a blend of several funds. Bonds, big companies, small companies, international companies, etc. will all…

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Financial Planning

Ways To Work With Me

People continue to ask me what models/ways there are to work with me, so I figured it was time to put out a blog post explaining each option, the price, who it is right for, and what you get within each model since we have made some changes within our firm. Here are the 3 different ways you can work…

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