I currently have about three months of expenses in a CD, which I’ve treated as true *emergency-only* money. Where do these funds “live” inside the AB system? What do I do with an inheritance that is currently an undeposited check? Should I focus on putting my wealth savings in my employer Roth 401K or my Roth IRA? Reviewing a “mistake” made when choosing a health plan with my employer. How do I find the right balance between paying off remaining debt and investing through my workplace SIMPLE IRA, my Roth IRA, and/or my brokerage account? We review the Abundance Bound “Windfall Strategy”… how we divide any “extra” money that comes into our lives. If I make a business purchase at the end of a calendar year, but it doesn’t show up on my credit card statement until the new year, in which year do I utilize the tax deduction? If the dollar amounts are identical, is it better (for your credit score) to pay under the credit card button headings “Last Statement Balance” or “Current Balance”? We discuss the pros and cons of utilizing virtual credit cards. A brief look at when it might be time to consider starting an S Corporation.