Good financial behavior throughout the year and our lifetime has a profound impact on building wealth.
Meet Amy. Entrepreneur, mom, wife, coach, and believer in the power of women. Amy started ALR Connections to create opportunities for women returning to the workforce AND for companies that need and want to hire talented, skilled, and experienced workers to advance their businesses. Like many female entrepreneurs and business owners, her experience and needs created the foundation and opportunity for this new business.
David Booth, Founder and Chairman of Dimensional Fund Advisors, provides a apt description of investment management and speaks to the foundational mission of Mosaicfi.
Roth IRAs can be a great tool to plant the seeds of financial literacy and awareness for our children once they begin to explore the world of employment and earning their own money.
What is Open Enrollment? It is an annual window (usually in the fall) when employers and the government (Medicare & ACA) allow employees/consumers to elect or change their benefit options. This can include health, dental, life insurance, and possibly other ancillary benefits ranging from legal services to pet insurance.
Our previous article on travel hacking struck a chord. Americans love to travel and after experiencing the sanctions of the Covid-19 pandemic, we are making up for lost time. According to US Travel Association, total travel spending increased by 0.9% from June 2022 levels and was up 4.7% year-to-date through June 2023. Heading into the busy summer travel season, air travel demand increased 12% in June compared to June of 2022.
It is not for everyone but accelerating the accumulation of points and miles can deliver huge savings and great travel. Learn how the pros do it.
![]() Last month we provided a short article describing the characteristics of a good financial advisor and how to get the most out of this important relationship. This month we examine a different paradigm. Why are there so few women in the investment industry even though studies show that they make better investors?
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