Blog | CFB Financial Coach LLC

Opportunity of a life time

It is no surprise that a majority of new investors who began investing for the first time during the pandemic have sold all their stocks....

End of year tax-saving moves

Here are a few of the moves I will be making to save on taxes in 2022. Tax loss harvesting: this move consists of selling your losses in...

How to build a $100,000 stock portfolio

Before I tell you my secret to getting to a $100,000 in a stock portfolio, let me tell you why it is actually necessary. Charlie Munger,...

The worst day in the stock market since June 2020

So on September 13, 2022, the Consumer Price Index (CPI) reported as 8.3%. This figure shows that inflation is still high as expected....

What if the stock market crashes?

Hello friends, I'm here to tell you that if the stock market crashes, you should still invest in stocks (I will be doing the same). The...

Why you should prioritize investing over being frugal.

Hi friend, I wanted to share my thoughts on why I think you should prioritize investing over being frugal. To be honest, you can only...

How to qualify for your first mortgage.

There's a famous saying that goes, "Buy some land, God ain't making any more." This statement is quite true because land is a limited...

These are the accounts you need to build wealth

Retirement accounts: 401K/403b, Roth IRA, Traditional account, Solo 401k/Sep IRA Health savings account (HSA) Taxable brokerage account...

Investing 101

For most individuals, the first place to begin investing is with your employer-sponsored retirement accounts like a 401K or 403B because...

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