This time of the year Americans are preparing to file their taxes. Although many will argue, you have to pay taxes in some way, shape, or form. It is not only necessary to fund the infrastructure around us but it’s also against the law to not pay. Read More
Long-term care insurance serves as a vital tool in preserving assets for future goals and determining the level of care one desires when facing long-term care needs. However, the landscape of LTC insurance has shifted, with premium increases causing concern among retirees and sparking debates on whether to retain these policies. Read More
Right now, the stock market is making headlines, setting new records almost every day. Investors are celebrating, and it seems like everything is going great. But, before we start cheering along with them, let’s take a step back and understand some essential investing lessons. Learning these simple principles of investing can set you on a path to financial success in the future. Read More
In the world of finance, two distinct terms often arise: Wall Street and Main Street. These terms represent different aspects of the financial world, but they also share some similarities. Let’s delve into both the differences and similarities between Wall Street and Main Street and how they impact investors. Read More
Most financial advisors and investors get a false sense of security by believing that the more movement you make in your portfolio the more in control you are and the better your portfolio will perform. If are constantly moving, you are actually doing something. Read More
Welcome to the dynamic world of unretirement! Contrary to traditional views, retirement does not necessarily mark the end of one’s professional journey. Those who are willing and able have the liberty to re-enter the workforce at their discretion. Read More
In many marriages, conversations about finances often take a back seat. However, it’s vital for husbands to break this norm and share details about their assets with their wives. This step is not just about money; it’s about building a foundation of trust and partnership. Read More
This is the time of year everyone’s looking at how their investments performed. Don’t make the HUGE MISTAKE most other people make. First, I have a quick story to share with you, so here it goes. Read More
For generations, owning a home in the United States has been synonymous with financial stability and success. The idea is simple: purchase a property, watch its value rise over time, and benefit from the appreciation. However, like any investment, home ownership isn’t foolproof and with the rise in home costs, it’s often unaffordable to purchase a home. In many scenarios, renting might be a wiser choice. Here are four reasons why a home might not be the excellent investment you think, followed by four compelling reasons to consider renting instead. Read More
Investment is an intricate dance of three crucial factors: risk, reward, and time. While it’s tempting to believe that mastering these components will unlock the secrets of a successful investment journey, there’s an inherent unpredictability that even the savviest investor cannot outrun. Let’s delve deeper into this and uncover why, despite our best calculations, the outcome remains an enigma. Read More
