You’re good at saving. But can you stop working? You’ve built your savings, yet you’re still unsure when you can leave your job. What’s missing? This week’s newsletter explores the gap between having money saved and having a plan for freedom.
Good morning Nicole and Nadia. Good morning to all the wealth pack team members. Today I plan to open up a new Charles Schwab account. I’m excited to get that done. Tell me, do you have any new plans for your investment account today? OK team let’s make it a great day. Blessings to everyone.😊
@Aj W. I have a Sofi brokerage and HYSA/Checking...but I thought I would go somewhere else to open a Roth IRA. But that 1% match at Sofi has me thinking. So you have 2 Roth IRAs?
That's what everyone online is saying. But on our quarterly call, we found out it's not that simple, and most people never hear the other side. This week's newsletter breaks down what the hype leaves out. Read it about here.
@Dr LaVerne Whitehead Reed Yes, there are folks online really pushing REITS but I never hear the whole story from them. What would you recommend doing now that you've purchased?