Financially Free

Receive practical tips on how to free yourself from financial stress. Hear the inner thoughts of a financial planner as he encounters various financial situations.

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Blog: How Do Employee Stock Purchase Plans Work?

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Do you want to fully understand and maximize your employee stock purchase plan at work? Here are twelve tips to help you get there! #1 What is an employee stock purchase plan? An employee stock purchase plan (ESPP) is a benefit offered by several large companies such as Hilton, Disney or Apple. It allows you, […]

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Blog: How To Calculate ROI On Rental Property

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Are you thinking of buying a rental property? In this video, I’m going to teach you how to compute the rate of return or ROI on your potential rental property. Sounds complicated, but it’s pretty straightforward. If you’re putting in tens of thousands of dollars towards your real estate investment, you might want to know […]

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Blog: Should I Max Out My 401k?

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Should I max out my 401(k)? This is a common question. After all, when it comes to retirement savings, isn’t more always better? In this blog, we will answer the common question about whether you should max out your 401(k), and things to consider before doing so. Before we answer the main question, let’s discuss […]

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Blog: Solo 401(k)

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Have you heard the term “Solo 401(k)” and wondered what it is? The name basically describes the plan. It is a 401(k) plan with only one participant. This plan is for those who own their own business and do not have any employees, so the business owner is both employee and employer in the business. […]

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Blog: Emergency Fund: How Much Should You Save?

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What would you do if your car needed major repairs? What if you lost your job or were hospitalized for a long time? These are things we don’t want to think about but they are very important to budget for. If you save for these types of situations it will make that stressful time a […]

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Blog: Fidelity Index Funds for Beginners

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Around 90% of stock mutual funds underperform index funds, while charging higher fees. Why would you pay more, for getting less? In this blog, you will learn all you need to know about Fidelity index fund investing! We’ll cover: What index funds are, why to choose Fidelity index funds, tips on how to create a […]

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Blog: SEP IRA vs SIMPLE IRA (For Self Employed)

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Are you self-employed or do you run a small business? Would you like to lower your taxes and start saving for retirement? This video teaches you two ways you can do this! At the end, we’ll do a SEP IRA vs SIMPLE IRA comparison to help you decide which is better for you!   

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Blog: Can You Rely on Public Service Loan Forgiveness?

Public Loan Forgiveness Program

Many student loan borrowers spend years paying off their debt, but forgiveness programs can help cut that time down. The Public Service Loan Forgiveness (PSLF) program allows certain federal student loan borrowers to get their loans forgiven after at least 10 years of working in the public sector. While the potential to have your loan […]

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Blog: Roth IRA vs Traditional IRA vs 401(k)

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Should you contribute to a Roth IRA, Traditional IRA or a 401(k)? In this video, I’ll share everything you need to know about a Roth IRA, Traditional IRA & a 401(k), to help you decide which contribution to make.

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Blog: FSA vs HSA: Which One Should You Get?

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In this blog, we are going to discuss the ins and outs of Health Savings Accounts (HSA) vs Flexible Spending Accounts (FSA). Many people have access to both, and it can help you lower your taxes. If you’re wondering which is better for you, read on for the 13 most commonly asked questions about FSA […]

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