CategoriesFinancial Planning, Financial QB TV Videos, Investor Behavior by

Why Your Home Isn’t Always a Great Investment (And Why Renting Can Make Sense)

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

CategoriesFinancial Planning, Financial QB TV Videos, Retirement, Risk, The Stock Market, Volatility by

Risk, Reward, and Time in Investment Decisions

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

CategoriesEstate Planning, Financial Planning, Financial QB TV Videos, Long-Term Care by

What Are Three Benefits of Having Long-term Care Preparations

In today’s rapidly aging society, the topic of long-term care is more relevant than ever. This care is often necessary for those who can no longer independently perform everyday activities due to a chronic illness, disability, or cognitive impairment. While most people hope they never have to face these circumstances, it’s wise to prepare in advance. Here are three benefits of having long-term care preparations: Read More

CategoriesEstate Planning, Financial Planning, Financial QB TV Videos by

Do You Need a Will, Trust, or Both?

Estate planning may sound like something only the ultra-wealthy need to think about. Images of sprawling mansions, vintage cars, and family heirlooms might come to mind. However, estate planning isn’t just about wealth. It’s about ensuring that what you leave behind, no matter how modest or grand, is handled the way you want it to be. Read More

CategoriesFinancial QB TV Videos, Investor Behavior, Retirement Income by

Why Financial Media Is Obsessed with Economic Apocalypse (And Why You Shouldn’t Be)

In an age where 24-hour news cycles and breaking updates ping our smartphones by the minute, one cannot help but notice a recurrent theme in financial media: the obsession with economic doom and the end of the world as we know it. From market crashes to currency collapses, these apocalyptic predictions have become as predictable as the morning’s sunrise. But why? And should investors really be on high alert? Read More

CategoriesFinancial Planning, Financial QB TV Videos, Retirement by

What Married Women Should Know About Retirement

You and your husband have likely planned for your retirement together. However, unpleasant as it is to think about, statistically women are likely to outlive their husbands. So it’s important for women in particular to talk regularly and frankly with me about retirement, and how it might change if their personal circumstances change. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Investor Behavior by

The Psychology Behind Bad Investment Decisions

Investing your hard-earned money is much like navigating a labyrinth; exciting, unpredictable, and occasionally a wee bit terrifying. However, it’s the allure of potentially striking gold that drives us to venture into the maze, often leading to some, let’s say, less than stellar decisions. But, what makes us justify our bad decisions in investing? Read More