January 31, 2025
44 S Broadway, White Plains, New York, 10601
THE FINANCIAL EYE THE MONEY MINDER
“I am unsure if I am in a good financial position as a 22yo female who lives alone”: Worried about my debt, savings, and investments. Am I on the right track?
THE MONEY MINDER

“I am unsure if I am in a good financial position as a 22yo female who lives alone”: Worried about my debt, savings, and investments. Am I on the right track?

I have 2 old 401K accounts with Vanguard, roughly 58K between them. They were not setup properly. Can I move the money from Vanguard to Fidelity without issues? How do I maximize returns?
THE MONEY MINDER

I have 2 old 401K accounts with Vanguard, roughly 58K between them. They were not setup properly. Can I move the money from Vanguard to Fidelity without issues? How do I maximize returns?

“I have next to no knowledge on how and why.” First time investor, seeking stock market advice with minimal experience. What should I do with 0?
THE MONEY MINDER

“I have next to no knowledge on how and why.” First time investor, seeking stock market advice with minimal experience. What should I do with $200?

‘It’s several hundred thousands of dollars, which is enough to pay off my college courses, car, etc.’ After inheriting a significant sum, how do I navigate taxes, investments, and financial planning?
THE MONEY MINDER

‘It’s several hundred thousands of dollars, which is enough to pay off my college courses, car, etc.’ After inheriting a significant sum, how do I navigate taxes, investments, and financial planning?

‘We try to eat healthy and go to a restaurant just once a week (usually)’: I struggle with balancing debt repayment with our high food budget. How can I prioritize financial goals while maintaining a healthy lifestyle?
THE MONEY MINDER

‘We try to eat healthy and go to a restaurant just once a week (usually)’: I struggle with balancing debt repayment with our high food budget. How can I prioritize financial goals while maintaining a healthy lifestyle?

“With potential stock market gains, it might break even”: Should I borrow ,000 for grad school and invest in the market, or pay out of pocket?
THE MONEY MINDER

“With potential stock market gains, it might break even”: Should I borrow $20,000 for grad school and invest in the market, or pay out of pocket?

“I am not the most financially literate”: How can I tackle my debt and secure my family’s financial future with limited knowledge and a growing family?
THE MONEY MINDER

“I am not the most financially literate”: How can I tackle my debt and secure my family’s financial future with limited knowledge and a growing family?

‘First time making a decent wage’: I have a plan to pay off debt, but seek input. How should I allocate my funds wisely?
THE MONEY MINDER

‘First time making a decent wage’: I have a plan to pay off debt, but seek input. How should I allocate my funds wisely?

“After taxes, I don’t think I’d earn much”: Should I pay off my high-interest student loans or start saving for retirement?
THE MONEY MINDER

“After taxes, I don’t think I’d earn much”: Should I pay off my high-interest student loans or start saving for retirement?

‘Just not sure if it’s worth the 00-1500 when it seems like we’re doing alright?’: I’m unsure if I need a financial planner for our 0-140k income. Can 0/hr advice improve our financial situation?
THE MONEY MINDER

‘Just not sure if it’s worth the $1000-1500 when it seems like we’re doing alright?’: I’m unsure if I need a financial planner for our $120-140k income. Can $250/hr advice improve our financial situation?