by sochafinancial | Nov 17, 2023 | Educational
The holidays are a time for joy and celebration, but it is also an important time to manage your finances wisely. Here are some tips to help you enjoy the holidays without breaking the bank. Set a budget: See how much you can afford to spend on gifts, decorations,...
by sochafinancial | Oct 26, 2023 | Educational
Halloween, with its costumes, decorations, and the exciting tradition of trick-or-treating, isn’t just about scares and sweets. This fun holiday offers an excellent opportunity to teach valuable money lesson to our kids. Here’s how trick-or-treating...
by sochafinancial | Aug 2, 2023 | Educational
Though we have many more sweet days of summer left, now can be a great time to start preparing your child for their journey back to school! We understand this transition can be overwhelming and want to share some tips to help you get ready while also managing your...
by sochafinancial | May 22, 2023 | Educational
Having a new baby brings forward a lot of changes in your life, particularly when it comes to your finances. The cost of raising a child from birth to age 17 is estimated at $233,610 for an average middle-income family reported by the U.S. Department of Agriculture...
by sochafinancial | Apr 14, 2023 | Educational
Inflation is on a downward trend, but the question is whether and when it will come down to the FED’s 2% target. With so many moving parts – the future of inflation can be uncertain. What we do know… Inflation has been the underlying issue that caused the...
by sochafinancial | Mar 29, 2023 | Educational
Are you considering a Roth Conversion? If so, you may have heard how it can help give you more control over your taxable income in retirement. What exactly is a Roth Conversion? A Roth Conversion involves transferring retirement funds from a traditional-type IRA or...
