Financial TMI - Time, Money, Investments

Financial TMI - Time, Money, Investments Securities offered through Arkadios Capital (Member FINRA & SIPC). Advisory services offered through Arkadios Wealth.

Envision Financial and Arkadios Capital are not affiliated.

I knew kids were expensive, but dang that's crazy!
06/09/2022

I knew kids were expensive, but dang that's crazy!

Families are struggling to make ends meet and a patchwork system of antipoverty programs policies are distributing resources unevenly.

Life isn't stationary and your retirement plan, including any target savings number, shouldn't be either. Your retireme...
10/29/2021

Life isn't stationary and your retirement plan, including any target savings number, shouldn't be either. Your retirement planning should be personalized to you and not just from an online calculator. Let's talk about how to create one for you.

There's tons of advice about how big your nest egg should be for retirement but focusing too much on a single figure can lead to complacency.

Did you get your Child Tax Credit in the bank today? Over 90% of US households qualify for at least some of the 2021 ch...
07/15/2021

Did you get your Child Tax Credit in the bank today? Over 90% of US households qualify for at least some of the 2021 child tax credit. But age and income requirements could make families completely ineligible. Click on the IRS website for more info, to see if you are eligible and how much you should get. Also check out this article: https://www.cnet.com/personal-finance/taxes/heres-who-isnt-eligible-for-the-300-child-tax-credit-payment-this-week/

Find details about the advance Child Tax Credit payments, including how to get them or stop getting them.

Enjoy spending, but be sure to balance it with your goals.
06/09/2021

Enjoy spending, but be sure to balance it with your goals.

Many Americans' finances have improved compared with pre-pandemic times. Now that the world is reopening, they're planning to spend.

$1Million is not what it used to be, but it can still create a great retirement. This has some great tips for helping y...
05/19/2021

$1Million is not what it used to be, but it can still create a great retirement. This has some great tips for helping you get there. Reach out to us for more personalized advice for how you can get to that magic number and beyond.

Becoming a millionaire seems like a surefire way to live comfortably. However, if you are no longer working, just how long will a million dollars last in retirement.

What's your plan? If you don't have one, then make one. If you need help making one, then message or call me.
04/23/2021

What's your plan? If you don't have one, then make one. If you need help making one, then message or call me.

Here's what experts recommend Americans focus on financially as the economy reopens and recovers from the pandemic.

In case you were wondering how they can afford to live after being cut off financially from the Crown, this is a good re...
03/12/2021

In case you were wondering how they can afford to live after being cut off financially from the Crown, this is a good read.

The highly-awaited tell-all interview with Oprah Winfrey was a blockbuster for CBS.

You may want to wait before filing your taxes this year. The round of stimulus is coming, but only for those who qualif...
03/11/2021

You may want to wait before filing your taxes this year. The round of stimulus is coming, but only for those who qualify. Individuals who make less than $80K and couples who make less than $160K. This is based on your 2019 tax return unless you file your 2020 tax return. Read the article for some strategies to help you qualify.

'There are only two tax codes in the world: One for the informed and one for the uniformed,' one adviser says.

No one: "I saved too much money." Everyone: "I should have started sooner!"What will your retirement look like and what...
03/10/2021

No one: "I saved too much money."
Everyone: "I should have started sooner!"

What will your retirement look like and what do you hope it will be? No matter what you do, retirement will be expensive so start planning now! Call me for help.

Fewer than 1 in 4 Americans think their current retirement lifestyle aligns with what they planned for their retirement to be, according to EBRI’s survey.

This year you should definitely think before you file your taxes for last year. If you received the stimulus money last...
03/05/2021

This year you should definitely think before you file your taxes for last year. If you received the stimulus money last year, but your income in 2020 was higher then you may not be eligible for any additional stimulus money. If you did not qualify for the stimulus because your 2019 or 2018 income was too high, but your 2020 income was down, then you still qualify to get it once you file your 2020 taxes. That's because they are using your 2019 income as a guide and if you file for 2020 before they send out more stimulus money then you may not get it. Clear are mud? Read the article or call me to discuss. 💲

For some Americans, filing 2020 taxes before or after the latest federal Covid relief package is passed could change the size of their stimulus check.

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