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Archives for August 2020

Don’t Do This

August 21, 2020 by Joseph Belbol

There is one financial transaction that I strongly discourage clients from doing and here’s why . . . Do not withdraw from your retirement accounts early! Here are the reasons why I hear most people want to withdraw from their retirement accounts: Purchase a house Pay for expenses while unemployed As a temporary loan, with […]

Filed Under: Budgeting, Debt, Expenses, Financial, Investments, IRA, IRS Resolution, New Jersey Tax, Taxes Tagged With: IRA, retirement, tax resolution, Taxes

I Was Scammed

August 21, 2020 by Joseph Belbol

Even the smart professional gets scammed every now and then. I’m supposed to be impervious to anything related to parting with money foolishly. How humbling . . . Fortunately, I didn’t fall for a huge scam, but I fell for it nonetheless. How did this happen? The scam penetrated my ultimate weakness; not thinking clearly […]

Filed Under: Budgeting, Business, Expenses, Financial, Technology Tagged With: Expenses, financial, Scam

Are You Striving Too Hard or Too Little?

August 14, 2020 by Joseph Belbol

There is nothing wrong with striving to have financial success but be careful of taking it too far. The opposite can also be true, whereas you don’t strive enough, which can create another set of problems. Here are some signs of each: Signs You are Striving too Hard You work an excessive amount of hours […]

Filed Under: Budgeting, Business, Career, Expenses, Financial, Marketing, Self-Development, Time Management Tagged With: financial, Success

5 Risks to be Aware of that Will Hurt Your Finances

August 7, 2020 by Joseph Belbol

There are ups and downs in life, good times and bad, and everything in between. Unfortunately, some events can hurt your finances in a significant way and may even be beyond your control. What are some of these risks to be aware of and what can you control? Health Issues As we become older, there […]

Filed Under: Budgeting, Business, Career, Debt, Economy, Expenses, Financial, IRS Resolution, New Jersey Tax, Taxes Tagged With: Finances, income, risk, Taxes

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