Ivory Tatum

01/26/2024

A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. If you want tips on minimizing what you owe, please reach out.

The IRS has different withholding rules for bonuses than it does for your regular pay. Here’s what you need to know about how bonuses are taxed.

01/25/2024

Setting financial goals that include amounts and dates? Good plan. It’s great to have a goal to pay off your debt or to save more. But to really make it work, you’ll want to include how much and by when. I’m here to show you how to get there. Reach out anytime.

01/11/2024

Want to get a head start on your New Year’s resolutions? Getting a financial plan designed to make them happen is the key. Reach out to get started.

01/10/2024

A Roth IRA can be a great retirement savings tool thanks to its tax benefits. But there are rules you need to be aware of. If you’d like a second look at your plan, please reach out.

There are limits to how much you can contribute to your Roth IRA each year.

01/04/2024

The new year is an ideal time to get a jump on making the most of your finances so you can achieve whatever is important in your life. Reach out to get started.

Our financial checklist can help you get a jump on making the most of your money in the new year.

01/02/2024

Our is back this year to boost your budget with no-spend weeks. You in? I’m here to make your hard-earned savings work even harder for you. Reach out to get started.

12/28/2023

A 401(k) is a popular way to save for retirement, but it’s important you follow the rules—like contribution limits. If you have questions about your plan, let’s connect.

There are limits to how much you can contribute to your 401(k) each year.

12/22/2023

It’s my job to help you realize your dreams through good financial planning. But first, let me help you get a better understanding of what makes a financial plan good–reach out to me and let's chat more about what goes into making one that brings you closer to your life goals. http://spr.ly/6182uNnaM

12/21/2023

Creating and following a budget is one of the best things you can do to support your financial plan. Reach out if you’d like help with yours.

A monthly budget is a critical part of your financial plan.

12/15/2023

If you’re contemplating getting married, I can help you and your partner navigate through some important money conversations.

A recent survey by Northwestern Mutual found that nearly three quarters of Americans think popping the question shouldn’t come before an honest conversation about money.