Condo communities come with more stipulations and nuances than single-family homes. Reviewing these items, along with an inspection report by a professional that has experience with condos, can help you make the best decision possible for you and your family.
Read MoreLinda Rogers, CFP®, EA, MSBA is the owner and founder of Planning Within Reach, LLC (PWR). Originally from New Jersey, Linda services clients throughout San Diego county and nationwide. She leads the design of PWR's investment portfolios which utilize broad, low-cost investments that integrate environmentally, socially, and governance (ESG) factors.
Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering one-time comprehensive financial planning, ongoing impact-focused investment management and tax preparation services in San Diego and nationwide. PWR is a woman-owned firm that specializes in busy professionals and impact investors. Planning Within Reach, LLC and their advisors do not receive commissions and do not hold any insurance licenses or brokerage relationships.
Charitable contributions are one way that you may be able to reduce your tax bill. New rules, qualified charitable organizations, substantiation requirements, and more.
Read MoreCouples use a variety of methods to manage their household finances. While some prefer to combine everything from the beginning, others are more comfortable, with separate accounts or a combination of joint and separate. Here are a few methods that may be helpful when having a discussion with your spouse about how you will be choosing to manage your household finances going forward.
Read MoreI grabbed all of the books on my bookshelf that talk to kids about money. Check them out and let me know your favorites!
Read MoreI am an advocate of talking about money with your children because then money won't become a taboo subject. Here are some tips to get you started.
Read MoreBeginning tax year 2020, compensation for non-employees (contractors or freelancers) will be recorded on a 1099-NEC. For example, if you were paid to speak at a conference, write an article, or engaged in a side gig, you may receive a 1099-NEC.
Read MoreThe Thrift Savings Plan (TSP) is the retirement plan for federal employees and members of the uniformed services. The G Fund is specifically issued by the Treasury Department for TSP participants and it offers a unique benefit. This is how it works.
Read MoreMy favorite college savings vehicle explained…
Read MoreIt is open enrollment season right now for many of you and that means it's the only time of the year that you can review and change your benefits at work. Here are 3 things to look for.
Read MoreSchedule an initial call to get a personalized quote and speak with one of our CERTIFIED FINANCIAL PLANNER™ professionals.
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