FIGuide | Unbiased financial advice from fee-only financial planners

Turn to a Fee-Only Financial Planner When You Inherit

Apr 06 2021

When someone uses financial planning services to transfer money or assets to beneficiaries, that is a wealth transfer. Many people believe that in the United States we will see a great wealth transfer as Baby Boomers age and leave money for those who are younger. “The impact of inheritance” on Vox.com ponders whether the anticipated […]

©Bring Clarity to Your Finances™. Turn to a Fee-Only Financial Planner When You Inherit is a post from Bring Clarity to Your Finances™

Empty Nesters, Is It Time To Downsize?

Mar 15 2021

While downsizing your home can be an attractive option, you’ll want to go in with both eyes wide open. Here’s what you need to think about before calling the real estate agent.

The post Empty Nesters, Is It Time To Downsize? appeared first on Bienvenue Wealth LLC.

Should You Hit the Pause Button on Filing Your 2020 Tax Returns?

Mar 13 2021

As you likely know, President Joe Biden signed his sweeping $1.9 trillion Covid-19 economic relief package into law on Thursday afternoon March 11, 2021. Included in this package were several tax provisions that increase child tax credits and exempt certain 2020 unemployment benefits from taxation for lower income taxpayers. Passing retroactive tax legislation just five […]

Investing Advice from Mellody Hobson

Mar 09 2021

The Motley Fool highlighted investment advice from Mellody Hobson. Hobson is known as the the co-CEO and President of Ariel Investments, where she had worked for almost thirty years. Late last year, Starbucks names Hobson as its board chair making her the first African American woman to hold that position. The financial difficulties Hobson experienced […]

Women Entrepreneurs Overcome Pandemic Challenges

Mar 02 2021

“Women entrepreneurs reveal lessons from the pandemic and how they dealt with unprecedented times” focuses on women entrepreneurs in India. It highlights their businesses and the lessons they’ve learned as they navigate the pandemic as entrepreneurs. Several entrepreneurs used a word we hear a lot in these times: pivot. Depending on your business and area […]

©Bring Clarity to Your Finances™. Women Entrepreneurs Overcome Pandemic Challenges is a post from Bring Clarity to Your Finances™