Merra Lee Moffitt, AWMA CMFC CFP, The Good Life Financial Group

10/16/2023

🔄 Transitioning to retirement? Fine-tune your financial plans with Merra Lee and her team. Tune Up Your Finances Now https://merralee.net/

10/12/2023

🧩 Piecing together your financial future? Merra Lee's team can guide you! Start Planning https://merralee.net/

09/21/2023

Are you currently saving money for a down payment on a new home? If so, you may be wondering how much you need to save and how much you can actually afford. Take some time to run numbers with this calculator to find out. --> https://rb.gy/x004o

09/19/2023

When saving for college, many parents will set up a 529 college savings plan. This type of plan has many benefits and advantages, however you want to make sure you avoid some common mistakes that can happen. Find out what they are today and start saving for your child's education now!

A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid.

09/15/2023

Early retirement is a goal many people only dream of reaching, with only a few grabbing it. Here’s a few tips on how you can manage your income & investments to get one step closer to your chance at early retirement.

Curious about how to retire early? Focus on earning, saving, and investing as much as you possibly can. But don't forget to make a backup plan.

09/13/2023

Retirement may be exciting, but at some point it may start to feel lonely. Have you ever pondered the idea of adopting a pet? Besides introducing a loving companion into the family, there are a variety of other benefits for getting a pet during retirement!

Discover the many benefits of having a pet as a companion in your retirement years.

09/11/2023

When being in the saving mindset, you must learn to signify the difference between wants and needs. Wants are items you can live without, while needs are items that are essential for your every day life. To save more determine if each want is something you need.

Savings is as crucial as ever while we deal with life changes and our needs for the future. Here are some essential steps to get started now.

09/07/2023

School is back in session and your children are already learning new things! Why not continue the learning at home and teach them about money? Check out some ideas on how to do this where they will enjoy it.

Get 15 practical tips for guiding your child toward a healthy view of money in all stages of their life. Start teaching your kids about money today!

09/05/2023

I know you don't want to hear this, but the holidays will be here before you know it, with that you may want to start planning your holiday spending and set any money you can aside for it. It is better to be prepared than to end up with credit card debt after the holidays are over.

Here are five simple steps to creating a holiday budget that can make holiday shopping simpler and help you avoid overspending.

08/31/2023

Are you stumbling through your own retirement process? Does it get you anxious whenever somebody mentions that goal? Well, ease up and check out some tips to help you improve your retirement strategy!

These simple strategies will help your chances of having a successful retirement—a retirement where you don’t run out of money.

08/29/2023

Retirement may seem like a far-off goal, but you’ll be there in the blink of an eye! With retirement, comes a whole new wave of emotions that you will feel, learn about them today.

Most major life-changing events, such as marriage or divorce, involve an ongoing process of emotional adjustment. Retirement is no exception.

08/25/2023

Life insurance is very important to have, especially when you have a family. Learn how a life insurance payout works if the unthinkable was to ever occur.

Life insurance benefits are paid when claims are filed. How they’re paid depends on how beneficiaries are designated and the type of payout they choose.