Tonight’s topic was Financial Planning for independent business owners. We were so excited to introduce our speaker, Danika Rhinehart. Danika started her career in finance at Lehigh University where she built and implemented their financial wellness program for their students and members of the community. Danika now serves as a financial advisor at Edward Jones helping local business owners, women & families plan and invest for their future. As someone who has their masters in education, educating the community is a passion of hers. Danika strongly believes that the more informed you are the more empowered you are to take control of your financial decisions.
Rising Tide Guide
My Tax Life (Accountant Services) in Boyertown, PA
Danika Rhinehart (*Grab info from Education Chairs*)
YNAB App for budgeting
WAVE Accounting (personal account comes with free small business account)
ACORN App: creates a portfolio, but no real way to know what they're investing and very difficult transfer out. Good for kids for training investment mindset.
BETTERMENT App: good alternative to Acorn.
Apps are good to play around and learn how it works. Good learning tool.