Pulse Financial Planning
Financial Planning for Healthcare Professionals in Rochester, MN and Nationwide
Inflation rates have recently risen to levels we haven’t seen in 30+ years. Sustained inflation can cause real challenges as your purchasing power degrades over time. Check out my interview with KTTC for some tips on dealing with higher prices!
Interest rates remain extremely low, which makes refinancing your mortgage an attracive options for many borrowers. Find out what things to consider before refinancing in Matt’s expert insight piece with Money Geek.
“Nurses work too hard to be broke.” Check out this article Matt contributed to with how one nurse broke the cycle, and 5 steps you can take to improve your own financial health.
Owning Bitcoin has become more common over the past year, but can be a risky venture. Before jumping in, check out Matt’s comments on what things you should consider in this article from CNN Business.
Changes to the 2021 tax code have made planning for your child and dependent care tax benefits even more crucial than in previous years. By coordinating your Dependent Care Flex Savings Account (DCFSA) and Child and Dependent Care Tax Credit (CDCTC), you could potentially shave thousands of dollars off your tax bill. Matt was honored to have his piece on how to optimize child tax savings featured on The White Coat Investor.
If you have a child, you will likely begin receiving a payment from the IRS beginning July 15th, 2021. Check out some of the tips Matt contributed on what to do with your check in this article that appeared on CNBC.Check out Matt’s tips on how to use (or teach your kids to use) a credit card effectively in this short article as a contributing expert to MoneyGeek.
What are experienced financial advisors telling their clients that ask about Bitcoin? Find out (including Matt’s take on the topic) in this article from Think Advisor.
When markets turn volatile, it is hard enough for one person to make decisions. Add another person to the mix, and tempers can flare if a couple disagrees about how much of their portfolio to invest in stocks. Matt was honored to contribute to this article in The Wall Street Journal on how to navigate different investment strategies between spouses.
If there’s one thing you should know about investing in cryptocurrency, it’s that you’re in for a roller coaster ride. Values fluctuate by the minute — sometimes drastically — driven by speculation, hype, and even the whims of Elon Musk. Find out Matt’s comments and what things you should consider before making the leap in this article from NextAdvisor in Partnership with TIME.
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