Concurrent Financial Planning

Life Money Balance® Blog

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Sometimes it feels like you need a degree in human resources to navigate all the options and benefits your company offers. It’s overwhelming to consider...

You may have heard of a film called the Meg – about an enormous shark in the ocean. Or maybe you’ve heard of Megatron –...

Bunching Charitable Contributions with Donor-Advised Funds Here is something you might not have ever considered before. High-net-worth households can use the bunching technique to accomplish...

Everything You Need to Know Before Retiring Abroad An Overview of International Retirement International retirement is an increasingly popular choice for people wanting to enjoy...

How Are Bonuses Taxed? Your Bonus Has Arrived! If you expected an end-of-the-year bonus, the payout usually happens within the first few months of the...

Life is short even if you get to live for 100 years. The vision and goals you have in your life, the things you literally...

The start of some seasons brings people joy. There are major sports seasons, both regular-season and playoff seasons. Weather seasons are eventful and evoke happiness,...

Saving for Health Care is Important Health is wealth is one life wisdom you hear often. Investing in your pre-emptive good health and securing health...

Defining, finding, and creating it through your lens Many ask, “What is financial freedom?” because the phrase seems vague, undefinable, or unachievable. Financial freedom is...

One of the most incredible experiences in life is to have an “Aha, moment!” An enormous sense of relief overcomes you, which comes from the...