BLOGS

May 20, 2026

Super Catch-Up Contributions: Greater Savings Opportunity for Some

April 24, 2026

Life Policy Review and Financial Planning

March 26, 2026

How to Prepare for Tax Return Season: A Simple Checklist

February 23, 2026

A New Rule Is Coming for Catch-Up Contributions — Here’s What It Means for You

October 1, 2025

Estate Planning Basics: What Everyone Should Know

September 1, 2025

Roth Conversions in a Post-OBBBA World: What to Consider Before Converting

August 1, 2025

What the One Big Beautiful Bill Act Means for Your Financial Plan

July 3, 2025

The Case for Succession Planning

June 2, 2025

DI Awareness Month

May 1, 2025

Tax Season’s Over: Time to Revisit Your W-4 Withholding

April 1, 2025

The Unsung Hero: The Primary Caregiver

March 5, 2025

Navigating Policy Shifts: An Investor’s Perspective

February 1, 2025

New Opportunities for Life Insurance

December 1, 2024

Planning for Long-Term Care: What You Need to Know

November 1, 2024

Understanding How to Hold Title of Assets: Choose Wisely!

August 1, 2024

Ten Items Often Overlooked in Your Life Insurance Policy

July 1, 2024

Overcoming 3 Common Barriers to Estate Planning

June 1, 2024

Company Stock in Your 401(k)? Consider Net Unrealized Appreciation.

May 1, 2024

Your Credit Score: That Important Three-Digit Number

April 1, 2024

4 Ways Improving Your Financial Literacy Can Change Your Life

March 1, 2024

Should You Borrow from Your 401(k)?

February 1, 2024

Backdoor Roth: Not so “Hush-Hush”

January 1, 2024

4 Simple Ways to Financially Prepare for 2024

December 1, 2023

Secure Act 2.0: Reminders for 2024

November 8, 2023

Estate Planning Basics: Don’t Leave Your Estate in a “Purple Haze”

October 1, 2023

Understanding the FAFSA Simplification Act: What It Means for You

October 1, 2023

Where are Interest Rates Heading?

September 5, 2023

Credit Cards: Which Card is Right for You?

August 1, 2023

Securing Your Future: 3 Retirement Savings Options for New Businesses

July 1, 2023

Having Kids? Financial Items to Consider

June 1, 2023

5 Considerations When Renting Your Home

May 1, 2023

First Time Homebuyer? – Things to Consider Before Taking that Leap

April 1, 2023

The Various Ways to Hold Title of Assets

March 6, 2023

Budgeting: The Nose Game

February 3, 2023

Secure Act 2.0 – Key Provisions and Dates

December 1, 2022

Top Tax Planning Considerations for 2022

November 1, 2022

Health Savings Accounts: A Break in the Matrix

September 1, 2022

Which Childcare Option is Best for Your Family?

August 1, 2022

Social Security: Myth Busters Edition

April 30, 2022

You Got a Bonus – Now What?

March 2, 2022

To Roth, or Not to Roth, That is the Question

November 18, 2021

2021 is Nearly Over. Are You Ready For 2022?

October 18, 2021

Take Time to Reflect on the Financial Results from 2021 and Make a Plan for 2022

June 21, 2021

First Time Homebuyer Programs

April 6, 2021

Estate Planning Basics: Don’t Leave Your Estate in a “Purple Haze”

March 2, 2021

To Buy or Lease a Car? That is the Question

February 15, 2021

Having Kids? Financial Items to Consider

January 14, 2021

Best Practices for Data Security

December 14, 2020

Avoid Breaking the Bank This Holiday Season

October 19, 2020

Credit Cards: Which Credit Card is Right for You?

September 24, 2020

How to Protect Your Wealth as You Get Older

August 19, 2020

Did You Know? – Low Mortgage Interest Rate Environment

July 20, 2020

The Insurance Series | Part 4: Long-Term Care Insurance

July 13, 2020

The Insurance Series | Part 3: Disability Insurance

July 5, 2020

Happy Finances = Happy Marriage

July 5, 2020

The Insurance Series | Part 2: Life Insurance

June 29, 2020

The Insurance Series | Part 1

June 16, 2020

Mid Year Money Tips

June 11, 2020

The Awesome Power of Compound Interest

May 25, 2020

National 529 College Savings Plan Day

May 19, 2020

Inheritance: You have Money, Now What?

May 11, 2020

Backdoor Roth: Not So “Hush-Hush”

May 5, 2020

Divorce

April 27, 2020

Money Team

April 19, 2020

Know Your Number: Net Worth

April 13, 2020

Talking to your Spouse about Finances

April 6, 2020

Short vs Long Term Investing

March 30, 2020

Multiple Streams of Income: Pros and Cons

March 30, 2020

Investment Accounts | Part 5: 401(k)

March 24, 2020

Investment Accounts | Part 4: Solo 401(k)

March 16, 2020

Financial Good Fortune Takes More Than Just Luck

March 16, 2020

Investment Accounts | Part 3: SEP IRAs (Simplified Employee Pension)

March 9, 2020

Investment Accounts | Part 2: Roth IRA

March 3, 2020

Investment Accounts | Part 1: Traditional IRA

February 24, 2020

Saving Automatically

July 22, 2019

Websites to Help you Save Money on Travel

July 12, 2019

How to Make Money WHILE you Travel

July 8, 2019

How to Save Money for Travel

June 17, 2019

Saving up for College: What You Need to Know about a 529 Plan

March 6, 2019

Triangle Pose

March 4, 2019

Chair Pose-Utkatasana

February 18, 2019

Warrior

February 9, 2019

Downward Facing Dog

November 30, 2018

No Mud, No Lotus

CONTACT ME

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702.243.4931
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Securities are offered through LPL Financial, member FINRA/SIPC. Investment advice offered through The Wealth Consulting Group, an SEC Registered Investment Advisor, doing business as Financial Yogi. The Wealth Consulting Group and Financial Yogi are separate entities from LPL.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, MA, MD, MI, MO, NC, OH, TX, VA, WA.

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