Welcome to the first episode of the American Wealth Project.

Two great resources here for our first episode in Jill Scarnecchia and Norman Golden.

Coach Jill is an excellent resource for anyone looking for support in setting up a monthly budget and saving habit that they can actually achieve. She is really great at unpacking values around money and aligning those values with where your money is going. The short discussion with her is tabled as financial goals for the new year. What she offers though is simple yet powerful advice on how to check in with these goals so far and make adjustments so that they stick.

Jill Scarnecchia: 408-221-6412

livinbalanced52@gmail.com

www.livinbalanced.com

https://www.facebook.com/livin.balanced/

instagram.com/livin_balanced

https://www.pinterest.com/livinbalancedcoach/_created/

Norman Golden is the owner of Golden Tax services where he has been serving families and business owners for decades. Norman is a classic professional and is exceptionally thorough in how he provides his service. The enormous experience he has accumulated makes him an outstanding resource. In this brief check in, Norman gives us some key takeaways from the Secure 2.0 legislation Congress passed at the end of 2022 and the rare change to the tax filing deadline for most Americans in April.

Norman Golden: (650) 212-1040

Welcome | Norman M. Golden, EA (goldentax.com)