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#68 - The Midyear Financial Review
The midyear check up is to validate if goals are being met or there is a need to adjust them
David Mulonas
Aug 7, 20215 min read


#52 - The Best Way to Manage Your Stimulus Check and the Future Impact on the Budget
Let’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 Mulonas
Mar 28, 20217 min read


#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 Mulonas
Feb 28, 20217 min read


#47 - The 2020 Tax Review: Why You Don't Want a Tax Return & How The Money Improves the Budget
If your standard deduction is less than the total of your itemized deductions, then you should be able to save money.
David Mulonas
Feb 21, 20215 min read


#42 - How to Get Employer Health Insurance When Having a Domestic Partner or a Civil Union
A domestic partnership is when two people live together and are involved in an interpersonal relationship living as if they're married.
David Mulonas
Jan 18, 20215 min read
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