An investment advisor is a lot like a mechanic. They help you diagnose any problems in your portfolio and recommend the best action to take.
If an investment advisor is like a mechanic, then our economy is like a car with a broken windshield and chipped paint.… READ MORE
Retirement planning starts as soon as you get a job. But the act of saving money alone isn’t a plan. Taxes and inflation could end up eating more money than you save.
Treating your money with purpose is the only way to reach your retirement goals.… READ MORE
Getting more conservative with your investments as you age is a rule of thumb. But it doesn’t always make sense — especially when interest rates are historically low.
How can you properly plan for your retirement when “common knowledge” can wreck all your retirement plans?… READ MORE
In sports, defense wins championships. And in retirement investing, diversification wins exotic vacations and a fulfilling retirement.
When you’re young, you have room to play offense and take risks.… READ MORE
Biden’s proposing to raise taxes soon. How worried should you be?
It’s not all bad news (even if you want to keep your hard-earned money for yourself).
In this episode, I’m revealing 3 reasons why you shouldn’t sweat Biden’s tax hikes. … READ MORE
There’s a popular retirement advertisement that asks “what’s your retirement number?” Most retirees agree that having a higher retirement number through saving is better than having a lower number. … READ MORE
Drawing from the wrong retirement accounts first can spike your tax bill, wreck your legacy assets, and make your retirement less fulfilling.
And the opposite is true:
Drawing from the right accounts first lowers your tax bills, builds your legacy, and pays for exotic vacations with your family.… READ MORE
If you’ve ever invested or talked about the market, you’ve likely heard about the “Dow Jones.” Yet, few people have an understanding of what that is or how it started.
The Dow watches over some of the biggest and most prominent companies in the country.… READ MORE
What we hear about the economy changes on a minute-by-minute basis. And it’s hard to separate fact from fiction when everyone is saying something different.
Retirement, even in the best economy, is a huge transition.… READ MORE
Looking for the best financial advisor is more complicated than you think. And you’re going to have a lifelong relationship with them, you need someone who is about more than the numbers.
Having a plan that never runs out of cash starts with an advisor who knows how to best serve you.… READ MORE
