Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain...
Read More
5 Damaging Myths About Money Talks & the Facts Behind Them
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many...
Read More
7 Milestones At Age 50 & Above
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
Read More
How to Beat Investing FOMO: The Power of Patient Wealth Building
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame...
Read More
3 Investment Factors that Don’t Drive Long-term Returns
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many...
Read More
Practical Tips: How to Avoid These 4 Estate Planning Missteps
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake...
Read More
Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years...
Read More
Top 4 Social Media Money Scams & How to Spot Them
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and...
Read More
Retirement nearing? Do these 5 things first.
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision...
Read More
How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d...
Read More
Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
Read More
Negotiating a Great Mortgage in a High Rate Environment
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While...
Read More
