Aware Financial

01/05/2024

Happy New Year! This page has been quite for awhile now, but perhaps we can turn that around in 2024.

What topics would you like me to talk about and help educate on?

10/12/2022

Many millennials are self employed, and even more Gen Z. With the economy at or near recession, it may be a good time to consider your retirement plan, even with 20+ years of work ahead of you. If you have any type of self employment income, take a look at my latest blog.

Self-Employed Millennials, do you have a retirement plan? Learn the benefits of having one

10/06/2022

I see this question come up more often than I would like. We need better financial education.

Is a 401(k) a good investment? It's a great investment VEHICLE, and if you plan on saving for retirement, its a great vehicle

09/19/2022

Passive income is not just for Boomers 🧓

Your money can pay you today, and it's you can choose to re-invest it, or use it.

Are you aware that you can earn passive income like a retired individual, even if you are not in retirement? Passive investing is the way!

09/13/2022

Prices are still elevated, but did you expect them to drop within a month?

As the CPI number pushes the markets lower today, you may be "feeling" the pain in your portfolio.

But with a proper plan, you can anticipate days like this, and avoid forced, emotional selling.

The market is full of opinions, turn down the noise, and focus on your situation, you'll be fine.

Rather than fuel, it was food, shelter and medical services that drove costs higher in August, slapping a costly tax on those least able to afford it.

09/12/2022

Of course a retirement plan is not always top of mind, however the sooner you start thinking about it and planning, the easier your golden years will be

Setting up a retirement plan is usually not the first thing on our minds on a day to day basis. Luckily it doesn't have to be on your mind everyday, if you follow certain steps you can setup your plan and almost have it on autopilot. Of course the sooner you start planning the easier it will be. How...

09/06/2022

Just a friendly reminder.....

There are 4 months left to contribute some money into a retirement plan and reduce your 2022 taxable income. 💰

Do you contribute once a year or over the course of the year? Comment below

08/22/2022

Things are coming along. You need some help with your retirement plan? Let's chat. Will soon be able to manage those assets for you as well.

www.awarefinancial.net

Financial Planning for Gen X, Z & Millennials. We educate you on the things you don't know to make better investment decisions.