What the Heck is a Mutual Fund?

    Ready to invest your money in mutual funds but not even sure what a mutual fund is? In today’s episode of Financially Wise Living, I’m breaking it all down for you!

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    Want to Double Your Money?

    If you’re like most of the clients I work with, you’re probably killing it in your career, and finally making the money you desire and deserve.  You’ve got your monthly…

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    Investing Basics- The Rule of 72

    Do some financial strategies just seem like a complete mystery to you? Do you feel like if someone just explained it in layman’s terms you would be able to understand the foreign language of finances better? Well, good news, I am going to crack one of the financial mysteries to help you when it comes to investing for your future financial goals. This is the rule of 72.*

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    CPA- Ask The Expert with Natalie Asghari

    Regardless of the economic situation we all need to file our tax returns and report our earnings to the Governmental agencies annually. The rules are the same regardless of your gender. It is important to be involved and understand the tax return that is being signed by both spouses because both parties are equally responsible for truthfulness, completeness and accuracy of the tax returns. There are number of tax saving techniques that can be utilized if planned timely and correctly. It is important to have a professional, reliable, trustworthy, and caring CPA who will help you to be on the right track. Of course, together with a great team of Financial Planner, Attorney, Investment Advisor and CPA you can be in much better position.

    We do not expect everyone to become experts and understand all the complex financial transactions, but just to be involved and ask questions if something is not clear on the tax returns, financial reports and documents.

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