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SHE Blds Wealth

10 members • Free

3 contributions to SHE Blds Wealth
Hello ladies 🩷
@Tanya T. for the SEP-IRA should I be depositing funds from my business bank account or is personal okay?
0 likes • 15d
Hi Beya! Best practice is to use your business account since technically, SEP contributions are limited to EMPLOYER ONLY (aka the business) since you are sole prop, you will get the same deduction benefit but in the event of an audit, you want that to trace back to the business.
AUTO-INVESTING RECAP
I know the WIFI did us dirty yesterday and some of you had trouble linking your bank accounts, so as a recap. Here is how to set up your automatic investing though Fidelity. 1. Log in 2. Under Accounts & Trades Tab, Click on Account Features 3. Click "Manage" Next to Recurring Transfers 4. Click "Create New Activity" Box in green and select New Investment Activity 5. Complete the trade order form & submit (Make sure the "use linked bank account" tab is checked off. 2 ETFS Faviola discussed yesterday: -$VOO: an S&P500 index fund that represents the 500 biggest companies in the US -$VTI: a total market index fund that represents the entire US Stock Market. With either ETF, as the overall market grows, so will your investments. Your job as an investor is to add as much money into the market as you can, as quickly as you can, and let time do the rest of it. Please let us know if you have any questions! :)
THANK YOU!
Hi ladies! Just want to take the time to express how grateful we are to all of you for attending our First event yesterday! We hope you found it inspirational in some way and that you were able to learn a thing or 2! You all will always have a special place in our heart for trusting us from the very beginning! ❤️
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Tanya T.
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14points to level up
@tanya-t-5293
Certified Financial Planner™ | Co-Founder of SheBldsWealth

Active 10d ago
Joined May 4, 2026