Tom Rooney | Money Habits For Me

Investing & Wealth

Achieving a Comfortable Retirement: Proven Strategies for a Financially Secure Future

As life expectancy increases and retirement trends evolve, it becomes even more critical to take an active approach to retirement planning, ensuring a secure and comfortable future. Achieving a financially stable retirement requires careful planning, strategic decision-making, and consistent effort over time. With the right strategies in place, you can create a retirement plan that

November 19, 2023 No Comments

A hand holding a 1040 tax form and money. Tax Prep

Taxes & Banking

Tax Prep Secrets: Save Money, Gain Control!

As the tax season approaches, individuals and businesses alike start feeling the pressure of meeting deadlines and ensuring their tax filings are accurate and beneficial. Tax prep is a critical financial activity that can significantly impact your financial health. A strategic approach to these tasks helps compile with tax laws, maximizes potential savings, and aligns

November 18, 2023 No Comments

Budgeting

Smart Spending Made Easy: Sustainable Budgeting

In an era where financial stability can seem like a distant dream for many, mastering the art of budgeting is more crucial than ever. A well-crafted budget can be the compass that guides you through the tumultuous seas of personal finance, ensuring that you stay on course toward your financial goals. Whether saving for a

November 16, 2023 No Comments

Debt & Credit

Lifting the Veil: The Sinister World of Predatory Lending

Predatory lending is an unethical practice that has long plagued the financial world, targeting the most vulnerable consumers with deceptive tactics and leading them into a debt spiral that can be difficult to escape. These lenders are notorious for their high-pressure sales techniques, sky-high interest rates, and unforgiving loan terms. This blog post aims to

November 15, 2023 No Comments

Real Life Money

Smart Money Moves for Life Events Big Steps

Hey there, fellow planners, and life enthusiasts! Today, we’re diving into financial planning for those big, exciting (and sometimes nerve-wracking) life events. Whether you’re getting hitched, expecting a little bundle of joy, or taking the leap into a brand-new career, these milestones can be as much about the dollars as they are about the feelings.

November 14, 2023 No Comments

Money Habits

Money Wins: Financial Goals for Every Life Stage!

Financial planning and goal-setting are essential components of achieving financial success and freedom. However, the financial goals and priorities that are relevant to you will vary throughout each stage of life. By identifying and focusing on financial objectives that align with your current life stage, you can make informed decisions and create a tailored road

November 12, 2023 No Comments