Category: Financial Security

Financial Advice Is RARELY a One Size Fits All For Women

Available for Interviews: Melissa Myers.

Melissa Myers, CFP® is a comprehensive financial planner and co-founder of Kar-Mel Financial Planners, and the bestselling author of Going Rogue! Unconventional Financial Strategies for Women.

What Melissa Myers can say in an interview on
Why All Women Need to Hire a Financial Planner:

    • Women, we need to ask good questions. Such as, “How does this apply to me?”
    • Listen to the financial celebrities and consider how the advice they’re giving to millions of people actually applies to you, in your specific situation.

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This Money Mind Shift Will Help You Control When You Want to Retire (and Not the IRS)

Available for Interviews: Melissa Myers.

Melissa Myers, CFP® is a comprehensive financial planner and co-founder of Kar-Mel Financial Planners, and the bestselling author of Going Rogue! Unconventional Financial Strategies for Women.

What Melissa Myers can say in an interview on
Retirement and Security:

The IRS Makes You THINK That Retirement Starts at 60. Learn Income Producing Strategies to Set Your Own Retirement Age

    • Typically I’m asked, “Can I afford to retire?” by women in their late 50s and early 60s.
    • Women in their late 40s and early 50s ask, “What can I do to retire before I’m 60?”

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Should You Dump Your 401(k)?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview about
Our 401(k) and Financial Security:

The Pre-tax vs Post Tax Planning Myth

One thing we know are facts of today, but no one can predict the facts of the future. Today you may be married with children. You may have a home with a mortgage. If you wanted you could simply call your CPA and find out what your marginal tax is and how much you owe. 

The challenge is not knowing what the future holds. All too often people rely on what “worked” in the past when the facts of today are vastly different from 20 years ago. 

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Money Sense. DON’T Start With a Budget: How to Plan Your Spending Instead

Available for Interviews: Melissa Myers.

Melissa Myers, CFP® is a comprehensive financial planner and co-founder of Kar-Mel Financial Planners, and the bestselling author of Going Rogue! Unconventional Financial Strategies for Women.

What Melissa Myers can say in an interview on
Saving and Spening Plans:

  • Do you know why budgets don’t work for women who’ve never had a budget? Two reasons. One, mindset. Many women resist a budget because it feels like a punishment. It feels restrictive and limiting. Two, she creates a budget without knowing the truth.

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5 Savings Tips for Becoming a Millionaire Over Time

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

What Lauren Moone can say in an interview
on Wealth Building: 

Saving is the number one way by which Americans become millionaires. While it does take time, you can accelerate your accumulation of wealth by exercising sound judgment and discipline.

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Don’t Miss Out on Roth IRA Tax Benefits at This Unique Time

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on a
Roth IRA Conversion and a Tax Benefit: 

Should I consider a Roth IRA Conversion?
(At this Unique Moment in Time)
  • The Biden Administration has been busy since inauguration day, and after calming the pandemic, many expect the Democrats to turn their attention to taxes. 

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15-Year vs. 30-Year Mortgage: What’s Best?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview on
When It Comes to Financing Your Home:

Whether you’re a first-time homebuyer or consider yourself a seasoned pro, there is a certain anxiety that comes with buying a home. While it’s evident that styles, neighborhoods, school systems, and property taxes are all critical aspects of the home-buying process, there is no single element more puzzling and stressful to the consumer than the decision of how to finance one’s home.

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Employees Want More Employer-Paid Benefits

Available for Interviews:  Marc Freedman

Marc Freedman is Certified Expense Reduction Consultant advising businesses on keeping more of the money they make. He is also the author of Expense to Profit: Eliminate The Costs That Sabotage Your Growth.

What Marc Freedman can say in an interview on Employee Benefits:

      • About half of US employees want more employer help for retirement savings, better work-life balance, and better benefits as a whole
      • Retirement security is important to workers of all ages, expectedly prioritized by generation

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Wealth Is NO Accident: How Women Can Build and Keep Their Prosperity

Available for Interviews: Melissa Myers.

Melissa Myers, CFP® is a comprehensive financial planner and co-founder of Kar-Mel Financial Planners, and the bestselling author of Going Rogue! Unconventional Financial Strategies for Women.

What Melissa Myers can say in an interview on
Building Wealth:

          • Building wealth and KEEPING wealth is not an accident. Unintentional mistakes can strip a woman of her windfall if she isn’t prepared. Just like mistakes and lack of clarity can keep a woman from building wealth.

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The WORST Financial Advice That People Hear (and What to Do Instead)

Available for Interviews: Melissa Myers.

Melissa Myers, CFP® is a comprehensive financial planner and co-founder of Kar-Mel Financial Planners, and the bestselling author of Going Rogue! Unconventional Financial Strategies for Women.

What Melissa Myers can say in an interview on
How to Make the Best Decisions When it Comes to Your Finances: 

        • Advice such as “get a credit card and start building your credit” or “start investing for retirement as soon as you get your first job” may be well-intentioned, but it can take you years to recover.

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