As we dive into 2023, there are ongoing discussions around the fact that markets are continuing to be volatile. These periods of unpredictability can be nerve-wracking — but there are certain actions you can take now that may help.
Recently, I was honored to speak to a wonderful group of multicultural women of various ages from all walks of life. It was exciting to see a packed room of women interested in discussing money. The mistress of ceremony did an excellent job opening the session, getting the ladies comfortable and free of guilt around
If you’ve saved $1 million or more, congratulate yourself but know your work has only begun. Areas to now focus on include maximizing Roth 401(k) and HSA contributions and laying out longevity and charitable-giving plans. Now’s also the time to review your bucket list and perhaps indulge a little, too. I recently read an article