DISCOVER THE SECRETS

Simple thoughts, actionable steps, and success principles to accelerate your path to a wealthier life.
How Charitable Contributions Can Boost Your Finances blog business business finance charity contributions donations finances giving money matters the edge newsletter Nov 11, 2024

Donating to charity is a great way to give back to your community, but it can also benefit your wallet if you’re smart about it. With the year ending soon, it’s the perfect time to look at how charita...

Continue Reading...
Preparing for Year-End Tax Strategies: Tips for Business Owners blog business business finance business tips money matters tax strategy taxes the edge newsletter year-end Nov 08, 2024

 As the end of the year gets closer, now’s the time for business owners to look at ways to save on taxes. Doing a bit of planning before December 31 can help keep more money in your business and set y...

Continue Reading...
Morgan Stanley Beats Estimates for Third-Quarter Earnings blog business business breakdown business finance earnings economy estimates morgan stanley reporting the edge newsletter Oct 23, 2024

Morgan Stanley shares surged Wednesday after the bank reported better-than-expected results for the third quarter, adding to the momentum seen across the financial sector. The bank’s revenue, net inte...

Continue Reading...
Inherited IRA Rules: Key Considerations for Beneficiaries beneficiaries blog business business finance ira market news and trends market trends retirement retirement accounts the edge newsletter Oct 17, 2024

Key Takeaways:

  • An inherited IRA is a retirement account passed on to a beneficiary after the original owner’s death.
  • New rules introduced in 2024 have changed the timing for required minimum distr...
Continue Reading...
How Will the Next U.S. President Shape the Economy and Markets? 2024 election blog business breakdown business finance economics economy election money matters president the edge newsletter Oct 17, 2024

With the election drawing near, the airwaves are filled with promises and predictions. Each side claims their policies will boost growth and stabilize markets, while opponents warn of economic disaste...

Continue Reading...
Year-End Tax Strategies You Need to Know blog business business breakdown business finance money matters tax taxes the edge newsletter Oct 17, 2024

As 2024 winds down, it’s time to assess your finances and take advantage of year-end opportunities to reduce your tax bill—both for this year and in the future. While this fall’s elections may impact ...

Continue Reading...
Breaking Through the B.S of Investing business business finance business growth business strategy entrepreneurial journey mindset money success principles wealth wealth building Jan 09, 2024

Anywhere you look, you'll find people giving money advice. It can be a lot to figure out what's actually useful and what's not. I'm Candy Valentino, and I've been in this tough spot too. I've spent...

Continue Reading...
Scaling Your Startup: 5 Exits and 3 Laws of Scale to Succeed business business efficiency business finance business growth business owner business strategy entrepreneurial journey entrepreneurship goal setting productivity tips workload management Aug 03, 2023

Starting a business is an exciting journey filled with challenges and triumphs. 

In the startup phase, three key elements drive success: what you sell, how you sell it, and having a team to support y...

Continue Reading...
Join the Wealth Habits Community

Get Helpful Finance Tips Delivered Straight to Your Inbox Every Week!

You're safe with me. I'll never spam you or sell your contact info.