Brigada features Vagabond Finances

17 September 201917 September 2019 Mark Mason Mark Zoril

Our thanks to Doug Lucas and Tina McCormick for highlighting Vagabond Finances’ review of The $96 Financial Advisor in their Brigada e-newsletter!

If you haven’t seen it, this is the blurb:

Brigada is a must-have in your inbox if you are a nonprofit worker with a heart for the Great Commission. You can find out more through the Brigada website.

Vagabond Finances is so grateful both for their work and for this attention.

Mark Mason

Missions is my calling. Finances is my hobby. Helping you is my pleasure. "Mark" is my ultra-ego.

Vagabond Finances

Financial advisor Mark Zoril of PlanVision just increased his price by 50%. And it is STILL a laughably LOW $149/year! He comes with our highest recommendation, and we don't make a dime for saying so. 😊 https://planvisionmn.com/

Who is PlanVision? - http://workshop.planvisionmn.com/

As the founder of PlanVision, Mark has almost 25 years of direct client work experience in the financial services industry. He started his career helping smaller companies establish employer based retirement plans. However, his efforts over the years evolved to primarily helping individuals plan and...

planvisionmn.com

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Vagabond Finances

If you tend to obsess over which ETF or mutual fund is perfect for you, Christine Benz has a solid read for you about the highest priorities in investing.
https://www.morningstar.com/articles/789005/how-do-your-financial-priorities-stack-up-with-our-pyramid

How Do Your Financial Priorities Stack Up With Our Pyramid?

Make sure you're not geeking out about small-bore investment problems while giving short shrift to the game-changers.

morningstar.com

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Vagabond Finances

There's no better time than today!
https://www.doughroller.net/personal-finance/new-years-resolutions-for-financial-freedom/?awt_a=2e2m&awt_l=CSy0O&awt_m=3fAPqfeLpmFJ92m&utm_source=email&utm_campaign=Dec21

9 Resolutions to Help You Achieve Financial Freedom in the New Year - The Dough Roller

It's a new year, and a new chance to improve your financial situation. We have seven resolutions to help you achieve financial freedom this year.

doughroller.net

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Vagabond Finances

As New Year's Day approaches, it's time to reimburse yourself for college (or other expenses) from your 529. Two tax notes: Read this article for a foreign taxation work-around and the article in the comments for a US taxation plan.
https://vagabondfinances.com/a-529-trick-for-expats/

A 529 trick for expats | Vagabond Finances

Any day that you find a way to legally protect investment dollars from the tax man is a good day! The 529 college savings funds have provided many good days for a lot of people over the years because

vagabondfinances.com

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Vagabond Finances

Mike Piper covers some important new US legislation concerning using retirement accounts for adoptions, paying off student loans with 529 plans, and more.
https://obliviousinvestor.com/retirement-and-529-changes-from-the-secure-act/

Retirement and 529 Changes from the SECURE Act — Oblivious Investor

Last week Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which makes a list of changes to retirement account rules.

obliviousinvestor.com

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Vagabond Finances

Travel back to the US often? Global Entry might be for you!
https://www.cbp.gov/travel/trusted-traveler-programs/global-entry

Global Entry | U.S. Customs and Border Protection

Global Entry is a U.S. Customs and Border Protection (CBP) program that allows expedited clearance for pre-approved, low-risk travelers upon arrival in the United States.

cbp.gov

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Mark Mason

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