Pomegranate Financial Blog
Each month I provide a financial planning & *investment newsletter:
I hope you find them helpful. Finances can be complex so it is difficult to be concise when there is always another perspective to consider.
I appreciate feedback and requests.
Simply email me at email@example.com.
*The monthly investment letters are specific to members and clients and are emailed directly.
April 2023 Newsletter
The Green Credits: Are They Worth It?
Are you thinking about solar panels or electric vehicle? How do you know if it's worth it? Is it environmentally friendliness or the potential cost savings that entice you? Read my explanations of how the tax credits work and my own experience purchasing solar.
January 2023 Newsletter
Analyzing The Macro Economy Does Not Equal Personal Investments
You've read many of the headlines for the past year. Recession is coming, economy is not doing well. etc. How do you react? How should you react? Read my thoughts and why I think it is better to focus on preventing and preparing for a personal recession than what the headlines say.
November 2022 Newsletter
The Low Tax Retirement | How You Can Control Your Retirement Taxes
This newsletter focuses on how you can plan and have a retirement while paying little to no income taxes. I talk about long-term gains, Roth IRAs, HSAs, and how to fill up different retirement buckets and withdraw from them.
October 2022 Newsletter
Sequence of Returns | Planning For & Through Retirement
Does it matter when you retire and how the market is doing? YES! You have to be careful when you retire. If you retire during a bear market, then it's important to have other savings to retire on and NOT withdraw from your investments.
April 2022 Newsletter
Value & Wealth
Have you ever taken a Money Script Quiz? It's an interesting quiz to help you learn about your relationship with money. I provide a link and talk about what is wealth & net worth and why it can be important to take a step back and think about your relationship with money.
March 2022 Newsletter
Home Equity Lines of Credit (HELOC) are double edged swords that can be extremely helpful and hurtful. Do you have equity in your home? It's likely that you do if you owned a home for more than a couple of years. How should you view that equity? Does it have a place in your financial plan?