I recently had a client summarize retirement planning better than I ever could:“So basically as long as I have more coming in than going out, I should be good?” Exactly! Income > Expenses = Freedom...
Everything You Need to Know to Plan Your Abundant Retirement
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With the recent failures of Silicon Valley Bank, Signature Bank, and most recently, First Republic Bank, consumers have been left to wonder about their own funds and the inherent safety nets built in...
Often we hear about the tax loopholes that millionaires and billionaires are taking advantage of while the average Joe is left holding the bag. This is generally a mischaracterization, as these...
With Tax Day falling on my blog release date, I decided to write something a little different. While the aim of most of my blogs is educational, the primary goal of this is to be humorous. I hope you...
Asset allocation and asset location are two very important aspects of your financial plan. The goal of asset allocation is to divide your investments into different asset classes, creating a...
If you are like most people, you are probably confused by the concept of Roth conversions. In this blog post, we will take a look at what Roth conversions are, why they can be beneficial to your...
With all the noise that exists about investing, it is difficult to have any confidence in what the correct solutions are for your investments. While there are almost limitless options regarding the...
A Harris poll in 2017 found that 60% of respondents had no idea how much in fees and costs was associated with the financial advice they were getting. This is for good reason as the financial industry...
From 2019 to 2021 SVB’s deposits tripled from $61.76 Billion to $189.2 Billion. As I am sure you are aware, when you deposit money into a bank, they in turn take your money and invest through lending...
Spring is in the Air There was some beautiful weather over the weekend. Things are starting to warm up and signs of spring are starting to manifest themselves more and more. Personally, I’m not much...