Rob and his two smallest 529 account owners (aka nieces)
|
When most people are asked to think about saving for retirement, managing their investments, or paying taxes, anxiety often follows. Let me help!
I love investing, money management, and all things personal finance. In fact, I have always loved it; I started my IRA when I was 15 years old with lawn mowing and babysitting earnings. I have also been told I'm an excellent teacher. Bringing these two passions together is what Fireside Finances is all about. I promise it can be fun for your employees too! Fireside Finances provides financial wellness workshops to companies across the country. We tailor the presentation to your financial benefits offered. Workshops are typically between 20 - 45 employees and can be run during the workday or after-hours, virtual or in-person. Virtual workshops can be taught on several platforms including zoom, Microsoft Teams, and Google Meet. To learn more about the workshops we offer, click here. 
|
Make the most of your emergency fundWe'll make sure you are earning at least 1.75% on your savings. We'll review how much you should have tucked away for a rainy day.
Roth or Traditional TSP?Confused about choosing Roth or Traditional TSP contributions? Learn why Roth makes more sense for military members.
|
Capture your net worthYou're going to build a personal balance sheet, complete with all your assets and liabilities. We'll use digital tools such as Mint.com & Personal Capital.
Don't be stuck in the G FundMany military members are due for a TSP Checkup. Here we talk about how to identify common TSP mistakes.
|
FICO® funYou'll not only find out your FICO® score, but you'll learn ways to improve it and monitor your credit for identity theft. We'll use CreditKarma, Experian, and Mint.
|