https://www.hermoneysolutions.com
Having been in the tax & insurance industries since 2004 and having owned my own tax firm since 2009, I know those worries all too well. Are my taxes being done correctly? Should I partner with a tax pro or DIY it?What don't I know about my insurance?When someone advises me on financial choices, how are they getting paid? What fees am I paying in my investment accounts and do they make sense?Gaaaaahhh....When I first came into this profession, I had a checking account and a credit card, some car and home insurance (no clue if I was properly insured), and that was it. My parents taught me NOTHING beyond having a checkbook and a savings account. In time, I learned. I helped my husband open his 401k. Bought life insurance. Refinanced our mortgage. Made mistakes. Accidentally had the house painted raspberry. All the things.And in the almost 20 years since, I have spent a lot of time teaching clients and those close to me how to make informed financial choices. I have seen so many people get taken or sold something they didn’t need and it hurts my heart. And I’m on a mission to make things better.
Category: Finance
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