Money Moment

As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I cover simplifying your finances, and reviewing goals to get ready for 2021!

Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to [email protected]

Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/

Join my weekly e-letter >> http://bit.ly/taxsavvybook

Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss the idea of bunching deductible expenses to potentially save money on your tax bill!

Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to [email protected]

Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/

Join my weekly e-letter >> http://bit.ly/taxsavvybook

Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss two topics around health expenses. I breakdown how to maximize an HSA and then ideas for your FSA at the end of the year!

Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to [email protected]

Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/

Join my weekly e-letter >> http://bit.ly/taxsavvybook

Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss how taxable accounts can play a role in tax diversification with the use of tax harvesting.

Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to [email protected]

Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/

Join my weekly e-letter >> http://bit.ly/taxsavvybook

Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your tax free accounts before the year ends.

Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to [email protected]

Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/

Join my weekly e-letter >> http://bit.ly/taxsavvybook

Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your work optional plans before the year ends.

Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to [email protected]

Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/

Join my weekly e-letter >> http://bit.ly/taxsavvybook

Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In the final episode this week, I am covering what to look for with life and disability insurance.

Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/

Join my weekly e-letter >> http://bit.ly/taxsavvybook

Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In this episode, I explain the differences between an HSA (health savings account) and an FSA (flexible spending account).

Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/

Join my weekly e-letter >> http://bit.ly/taxsavvybook

Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In this episode, I am covering a few things to think about when it comes to health insurance.

Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/

Join my weekly e-letter >> http://bit.ly/taxsavvybook

Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

This week I am talking about my 4 favorite ways to get free money! In the final episode this week, I discuss a little known way to find free money! Unclaimed property! This is simply money that has been lost. Tune in to find out what it is and how to track it down.

Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/

Join my weekly e-letter >> http://bit.ly/taxsavvybook

Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.