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Money CHIC with Shari Podcast
Financial Planning
Featured Blog Articles of
Financial Planning
Maximizing Tax Efficiency for Small Business Owners
As an entrepreneur, managing your finances is crucial to running a thriving business. You may feel frustrated because your skill set lies in areas like photography, chiropractic care, or marketing.
Retirement Planning 101: A Guide for A Secure Future After Work
Retirement is often seen as the golden years of one's life – a time to relax, travel, pursue hobbies, spend quality time with loved ones, and enjoy the fruits of one's labor.
Most Popular Articles of
Financial Planning
Maximizing Tax Efficiency for Small Business Owners
As an entrepreneur, managing your finances is crucial to running a thriving business. You may feel frustrated because your skill set lies in areas like photography, chiropractic care, or marketing.
Most Recent Blog Articles of
Financial Planning
What is a Spousal IRA?
You need earned income to contribute to an IRA (individual retirement account) but one exception is a Spousal IRA. A Spousal IRA is when one spouse contributes to an IRA on behalf of their spouse. Contribution to a Spousal IRA is a great way to give your household’s retirement savings a potential boost. In 2021, a couple aged 50 and older can contribute $14,000 to their retirement savings!
Traditional IRAs versus Roth IRAs
There are a few things to consider when deciding what type of Individual Retirement Account you should invest your money in. Below are the questions I ask my clients when deciding between a Traditional and a Roth IRA.
Planning Your Finances vs Planning a Vacation
This winter break I decided to do something I swore I would never do: drive to Florida. I needed a vacation and some fun in the sun! With the addition of twin babies, flying with four children, a double stroller, two car seats and a booster seat, two pack and plays and luggage for 6 people just didn’t seem feasible. So into the minivan we went for our 14 hour “adventure”.
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