The most important objective of your retirement plan is to create reliable income for you and your spouse. For that reason, you need to tap into financial resources that will produce income, in a secure and consistent manner. Read More

The most important objective of your retirement plan is to create reliable income for you and your spouse. For that reason, you need to tap into financial resources that will produce income, in a secure and consistent manner. Read More
We are now officially into a full-fledged recession based on the data from the last two quarters. So welcome to Recession 2022 – The New Economy.
For the last few months, we have participated in several forums and conferences speaking about recessions and its effect on markets, your finances, retirement, and the opportunities that investors may have. Read More
The answer is “YES”, although the circumstances have to be extraordinary. Globally, only a few markets have gone to zero. The largest was Russia in 1917 and China in 1949. While other markets have collapsed, they have subsequently recovered. Read More
Should I pay off my mortgage as early as I can?
Sooner or later, every homeowner begins to dream about the day when they own their home free and clear. No more mortgage payments…extra money each month to invest…what’s not to love?
Even financial experts like Dave Ramsey are known for singing the praises of ridding yourself of any and all debt—including your mortgage.
Whether this is a realistic goal or not, it leaves many homeowners wondering, “Should I pay off my mortgage early?”
Unfortunately, there isn’t a simple yes or no answer, but I can (hopefully) put your mind at ease about getting out of debt. Read More
Unless you’re living under a rock, you know that Tom Brady has made it to the Super Bowl a few times. Ten, to be exact.
You may also know that he didn’t win all of those. In fact, he lost three of them. Even the GOAT of football had a strategy that didn’t work every single time. So what does that mean for your investment strategy? Read More
When you donate money to charity, it not only can make a big difference in someone’s life, it can also reduce your tax liability by lowering your taxable income. Contributions are tax deductible only if made to a qualified organization.
Are you wondering how charitable contributions can affect your finances? Keep reading to find out how giving to charity can benefit your funds. Read More
Luckily, there are ways to maximize those benefits. Read More
Living on one income doesn’t necessarily mean sacrificing what’s most important to you. By planning and saving smartly, single income families like yours can reap benefits now and later.
Having kids, paying for college, financing a home, and paying for retirement are all within reach when you follow a few simple steps.
Investing can seem a challenging world to break into, or even understand sometimes. There are ETFs, stocks, bonds, mutual funds, CDs…and who could forget the good ole annuity? However, investing for beginners doesn’t need to be so complicated.
Becoming an investor is simply preparing your money for the future. Whether that’s investing in stocks or moving your money into other investments, your money should be working towards your future. Read More
Read on to learn the advantages and disadvantages of traditional vs. Roth IRA to make the right decision for your retirement.
Planning for one’s retirement is one of the best ways to make sure that you’ll have the means to support yourself and your family when you no longer have a paycheck. And the earlier you start planning, the more prepared you’re going to be.
One of the most important things to know about retirement planning is the difference between traditional vs Roth IRAs. By choosing the right kind of IRA, you could potentially end up saving yourself thousands of dollars.
If you’re interested in learning more about IRAs, then continue reading and we’ll take you through everything you’ll want to know! Read More