Tickle Me Elmo, Troll dolls, Pokemon Go, Fidget Spinners. What do these things have in common? They were fads that caused an uproar then died away just as quickly.
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Let’s talk New Year’s Resolutions. So many of us seem to have a love/hate relationship with them. Every year, we create these lofty goals, only to push them to the back of our minds by April (okay fine, February).
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These past few months have been a doozy. Hurricanes, wildfires, a mass shooting, political chaos, international uncertainty (aka North Korea getting feisty). Do you feel like you’re just waiting for the next shoe to drop?
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There are few things in investing (and life) that are guaranteed. But the one thing we can count on for sure is that the market won’t stay at the same level. What goes up must come down.
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If you have a credit report (and most of us do), there’s a good chance that you were one of the estimated 143 million Americans affected by the recent Equifax Data Breach.
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I’m going to make a bold statement here: early retirement is the same as conventional retirement. You may be rolling your eyes. But, the one factor that makes the difference between retiring early and at the typical retirement age is time.
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You need money and you need it now. Whether it’s for a major medical expense or a new roof on your house, you find yourself with a necessity for more cash than you have available.
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Let’s be real. It’s tough to be on top of every aspect of your finances. Hell, sometimes it’s hard enough to remember to pay your bills on time (automatic bill pay linked to a credit card may do down as this century’s best invention!).
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When you look at your overall financial picture, what do you see? Do you see a unified, strategic, and focused portfolio where every piece of the puzzle works together to build wealth towards your financial life goals?
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Right now we are experiencing the second longest bull market in US history. A year ago we moved into that position when we overtook the post-World War II bull market. This can’t continue forever.
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Many people wait until the end of the year to try to minimize their tax bill, but why wait? Take a proactive approach and start working on lowering your annual tax bill at the beginning of the year.
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If you are rolling over an old 401(k) to open your IRA, the type of account you choose will have considerable tax implications.
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You might be curious about various investment strategies or just want to ensure that your plan is still the best fit for you.
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When life gets crazy (like it always does), your financial future tends to slip down the priority list. How can you make sure you are on track to build wealth and hit each and every financial goal?
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I’m not your typical financial advisor. When I was 12, I had an overly lucrative paper route, and started investing soon after that.
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Be the coach when you manage your money so you can win one for your future wealth.
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