David MulonasAug 7, 20215 min#68 - The Midyear Financial ReviewThe midyear check up is to validate if goals are being met or there is a need to adjust them
David MulonasMar 28, 20217 min#52 - The Best Way to Manage Your Stimulus Check and the Future Impact on the BudgetLet’s take a scenario and say a family of four is making under $160,000 AGI. This means that $5,600 ($1,400 per person) will be sent out.
David MulonasFeb 28, 20217 min#48 - No Budget Typically Means no Planned Retirement: You Need a Fixed Budget. We'll Show you How.According to many different surveys around ⅔ of people do not follow a budget or if they have one, they do not maintain it.
David MulonasFeb 21, 20215 min#47 - The 2020 Tax Review: Why You Don't Want a Tax Return & How The Money Improves the BudgetIf your standard deduction is less than the total of your itemized deductions, then you should be able to save money.