End Of The Year Financial Checklist
It’s hard to believe, but the final quarter of the year is now upon us. As 2021 comes to a close, here are some key money moves you can make to finish the year off strong and set yourself up for...
View ArticleEp. 55 Launch Financial- End of the 3rd Quarter Wrap-Up
Overview: Join us on the 55th episode of Launch Financial with Ashley & Brad as we wrap-up the 3rd quarter discussing the great volatility in the markets this week and news to end the month....
View Article10 Important Things To Discuss Before Marriage
10 Things to Discuss Before the Big Day You are excited, in love, and planning the wedding of your dreams. Probably the only money questions on your mind are the down payments for the caterers and the...
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The Financial Services Industry Is Evolving
As our world is evolving and industries are becoming more complex, we have found that consumers too are heightening their expectations in terms of products and services received. A recent survey by...
View ArticleEp 56 Launch Financial- Debt Ceiling & Market Volatility
Overview: Tune into this week’s episode of Launch Financial as we unpack a big news week, including debt ceiling, inflation, market volatility, Facebook’s social media outage, and more. What You’ll...
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Are Inflationary Prices Here To Stay?
Have you been feeling the impacts of inflation over the last 6-9 months? As many of us are starting to spend more money again on things we had been accustomed to pre-Covid, you are likely noticing that...
View ArticleMillennials Top $10 Trillion in Assets for First Time
Despite the pandemic-induced recession of 2020, new data from the Federal Reserve shows that America’s young adults have doubled their assets over the past four years. According to the Federal Reserve...
View ArticleEp. 57 Launch Financial- Are Inflationary Numbers Here to Stay?
Overview: Join us this week on Launch Financial for Ashley’s special birthday episode as we discuss whether inflationary numbers are here to stay, southwest cancellations and holiday travel, and...
View ArticleWhat to Know About 2021 RMDs
After being waived for 2020, Required Minimum Distributions (RMDs), which are amounts you must take each year from most retirement accounts once you reach a certain age, are happening again in 2021....
View ArticleEp. 58 Launch Financial- Unpacking The Bitcoin ETF Launch & 403(b) Plans For...
Overview: Tune into this week’s episode of Launch Financial as we discuss a news heavy week including the Bitcoin ETF Launch, 403(b) plans for teachers and how they are rated around the DMV, earnings...
View ArticleHolding Onto Too Much Cash? Here’s Why You Shouldn’t
Accumulating a large sum of cash in your bank account can be a good feeling and it might bring you a sense of security and safety. Building up your savings accounts knowing that the cash is sitting...
View ArticleWhat Happens If You Try To Spend More Than Your Credit Limit?
When you sign up for a credit card, you are often assigned a credit limit when that account is opened. These limits typically start at $200 and go up to tens of thousands of dollars. With so many...
View ArticleEnd Of The Year Financial Checklist
It’s hard to believe, but the final quarter of the year is now upon us. As 2021 comes to a close, here are some key money moves you can make to finish the year off strong and set yourself up for...
View Article– Ep. 59 Launch Financial- Tesla Stock Reaching All Time Highs & A Massive...
Overview: Listen in to this week’s episode of Launch Financial with Ashley & Brad as we discuss Tesla stock reaching over 1 trillion, a mega-earnings week, end of the year financial planning...
View ArticleFiduciary Rule Enforcement Delayed Until February
On Monday October 25th, the Department of Labor delayed implementation of an investment advice rule that was supposed to be set in December, which is now allowing the financial industry additional time...
View ArticleEp. 60 Launch Financial-Record Highs & New Changes To The Tax Proposal
Overview: Happy Tuesday! We hope you had a great weekend and happy halloween. Join us on this week’s episode of Launch Financial as we discuss record highs in the market, earnings season, the new tax...
View ArticlePotential Implications of the Tax Change Proposal
As we head into November, with only two months left in the year, the Democrats have just edited the Tax Proposal we have been discussing since March. Back door Roths were one of the few things that...
View ArticleMaximizing Your Benefits During Open Enrollment Season
We recently posted a video, blog and financial tips regarding the importance of creating and implementing an end of year financial checklist. As part of your annual checklist, a main focus during the...
View ArticleRetirement Inflation-Adjustments for 2022
Happy November everyone! New retirement inflation-adjustments for 2022 have been released, and we want to provide you with a quick breakdown. Business owners and employees, this one applies to you, so...
View ArticleMortgage Strategies for Self-Employed Home Buyers
Being your own boss is a great feeling with many benefits, but those benefits do not include a fast track to a great mortgage. Gone are the days of the easy mortgages, the no-income-verification loans,...
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