Breadwinner women - crushing your retirement goals.

Unlocking Your IRS Refund: Pro Tips for Financial Success!

Catherine shares key insights from her featured article, exploring the three distinct phases of retirement: the go-go years, the slow-go years, and the no-go years. Discover why understanding these phases is essential for planning your retirement finances effectively.

Unlocking Financial Freedom: Essential Retirement Strategies for Millennial Women

Important 💸 financial strategies for women BC we love on others and should love on ourselves ❤️.

In this episode, Catherine emphasizes the importance of accurately reflecting income in Social Security Earnings History, providing valuable tips for business owners in collaboration with accountants and financial planners.

Additionally, she sheds light on a pertinent scam alert, urging viewers to be cautious of potential scams related to Social Security. Discover key strategies to protect yourself, stay informed, and report scams on ssa.gov.

Today, we're spilling the tea on Gen Z and their unexpected dance with financial scams. Forget the stereotypes, because the boomers aren't the main players in this game! 🕵️‍♀️👵 Join us as we unravel the chaos of information bombardment on social media and why choosing a credentialed financial planner is your best defense against scams. 🛡️💰 Protect your financial kingdom and hit that subscribe button for a dose of empowerment and savvy financial insights! 💚🐝

🌟 In this video, Catherine Valega, founder of Green Bee Advisory, dives into the world of small business retirement plans tailored for breadwinner women—whether you're a corporate executive or a business owner.

💡 Key Takeaways:

Learn about the SEP, an easy and low-cost retirement plan.

Discover the tax-deductible benefits for your contributions.

Insights on setting up SEP IRAs for 2023 even during tax reporting season.

👑 Unlock Your Financial Freedom with Catherine Valega: Side Hustles, Student Loans, and Queen Bee Wisdom! 🐝💰

Hey, lovely hive! 🌟 Meet Catherine Valega - she is on a mission to turbocharge the financial success of corporate execs and badass business owners. Discover the three burning questions that keep our driven and smart queen bees up at night. 🤔💸

🧩 Your financial plan is like a puzzle, and Catherine's got the pieces that fit just right. 🚀 Worried about making the best decisions? 💡 Let's crush that financial stress and soar towards your long-term goals together! 🚀🎉

📈 Are you a parent navigating the complexities of college financial aid in 2024?

🎓 In this video, Catherine sheds light on the recent modification in the FAFSA rules, specifically focusing on families with multiple children in college. The previous formula halved the expected family contribution (EFC) when more than one child was in school simultaneously. However, the 2024 FAFSA has scrapped this rule, introducing potential chaos in financial aid calculations.

Hey, fabulous folks! 🌈 Join financial planner, Catherine Valega, founder of Green Bee Advisory, on a journey to financial empowerment for all the boss ladies out there! 🚀 Today, Catherine spills the tea on life expectancy, long-term care insurance, decoding the Medicare puzzle, and why including your parents in the financial plan is a must!

Empowering Breadwinner Women: 🔓 Unlocking the Power of Intra-Family Loans for Long-Term Goals 🌿

Empowering Breadwinner Women: Dive into Financial Planning. Catherine delves into a sample client scenario, shedding light on common pitfalls like funding education and preparing for longevity. 🎓⏳ Don't be caught off guard—start your financial planning journey sooner rather than later to sculpt a secure future. 🚀💡

Get ready for a financial fiesta with Catherine Valega, the money Bee on a mission to empower boss ladies - her Queen Bees! 🐝

In this eye-opening video, Catherine spills the tea on Venmo's latest IRS tax reporting rules for 2023-2024. Learn when to pay attention, the thresholds for reporting, and why it matters for your business.

Unlocking College Savings: Grandparent Owned 529 Plans Explained! 🎓💰

Empowering Breadwinner Women: Navigating Blue Monday and Financial Independence with Green Bee Advisory 🌈💪

Discover how, through the Green Bee Advisory approach, all your financial accounts - cash, credit cards, taxable accounts, tax-advantaged, retirement, life insurance, mortgage, and more - can be seamlessly aggregated into one comprehensive view.

Catherine emphasizes the importance of understanding how these numbers work together and how having access to this data can revolutionize your financial strategies. Whether you're an experienced breadwinner or just starting, this video is a must-watch.

2024: Time to boost your 401(k) plan contributions.

LGBTQ Financial planning challenges and solutions