Reflecting on your financial health during the holiday season can help you consider what worked and what didn’t work related to your personal finances this year. As you head into the new year, are there changes you can implement to start the new year off right? Learn from your mistakes, and choose to keep doing what’s working.
Create a financial pocket of joy
Taking one small action can improve your feelings about your personal financial situation.
Get ahead of this year’s tax bill by checking your tax withholding
Get a jump start on tax season by checking your tax withholding amounts now.
Finding Money via Old Employer Retirement Accounts
Learn how to find money for financial independence by tracking down old employer retirement accounts.
Why business owners should save for the future – outside of their business
Business owners should save for retirement outside of their business
How business owners can save for retirement
There are many options for business owners when it comes to retirement savings. Learn more about the best option for your situation.
Financial Checklist: Choosing Workplace Benefits
Learn how to choose the workplace benefits that are best for you during open enrollment.
We Can’t Predict The Future
Navigating uncertainty in financial planning.
Financial Checklist: Choosing Your 401k Investments
Learn the basics about choosing investments for your 401k money.
Updates and Changes at Tree Fort Financial
Changes at Tree Fort Financial, for my clients.
Subscribe to Tree Fort Financial’s Financial Education Newsletter
Subscribe to Tree Fort Financial’s financial education newsletter.
Getting Clear About Your Money’s Purpose
Asking these questions after a purchase can help you get clear about your money’s purpose.
