If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
As a financial planner, I frequently encounter the question, “What’s the best investment currently available?” For a long time, I found it challenging to
Can you relate to any of the following?
- “I should have bought that stock before the company went public!”
- “What a shame — I wish I had invested in that new
How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong longe
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than
Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the
