Are Crypto ETFs Worth Investing In?
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Cryptocurrency continues to explode in both adoption and interest. It was only a matter of time until crypto ETFs came on the scene. Are they worth investing in?
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Financial Blog For Busy Professionals & Impact Investors
What are I-Bonds?
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A quick video overview of I-Bonds including their current rates and liquidity.
Read MoreUnderstanding your ESOP
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ESOPs are a type of qualified retirement plan. They are not as common as other qualified plans, such as 401ks and 403bs, but you may be offered the option to participate in an ESOP at some point in your working career. Learn how ESOPs are unique and the planning opportunities that come along with them.
Read More3 Things to Review Before Buying a Condo
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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 MoreHow to look up your mutual fund or ETF's expense ratio
/Linda 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 Contribution Tax Tips
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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 More3 Different Methods for Managing Household Expenses with your Spouse
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Couples 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 More4 Books for Kids that Review Money Concepts
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I grabbed all of the books on my bookshelf that talk to kids about money. Check them out and let me know your favorites!
Read MoreTalking about Money with Children
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I 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 MoreSay 'Hello' to the New(ish) 1099-NEC Form
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Beginning 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.
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