If you’re thinking of growing your long-term wealth, it’s imperative to explore various strategies and concepts to make informed financial decisions. One such concept that investors often tend to overlook…
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The Magnificent Seven: Market Performance and Valuations
by Taylor Sohns MBA, CIMA®, CFP® • • 0 Comments
This year, the market’s performance has been heavily influenced by the so-called Magnificent Seven companies: Tesla, Apple, Amazon, Microsoft, Nvidia, Google, and Meta. As these companies make up a significant…
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What Is the Role of Annuities in Retirement Planning?
by Deanna Ritchie • • 0 Comments
If you’ve spent time developing an investment strategy, you might be familiar with the concept of annuities. While you never want every investment in your portfolio to be the same,…
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Massive Rental Market Changes in July 2023: Changes, Anticipated Shifts, and Impacts
by Taylor Sohns MBA, CIMA®, CFP® • • 0 Comments
The rental market has recently undergone drastic changes, with monthly rental rates increasing at the fastest pace since the 1980s. While this has been beneficial for landlords, it has created…
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How to Make Money Management a Blast (or At Least a Breeze)
by Peter Daisyme • • 0 Comments
Money management can be exhausting, intense, and stressful. But is it possible to make the experience fun? Despite the high stakes of the wealth generation world, you don’t have to…
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How to Prepare for Switching to Medicare
by Eric Rosenberg • • 0 Comments
When people retire, they lose their employer-sponsored health insurance. But as long as they don’t retire before age 65, most people should have access to Medicare. Medicare is the federal…
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Set Your Money on Autopilot: How to Save with Financial Automation
by John Rampton • • 0 Comments
Financial automation could change your life financially. How come? The reason is that we face too many choices on a daily basis. With financial automation, you’ll be able to make…
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First Steps to Save For Retirement for Entrepreneurs
by Eric Rosenberg • • 0 Comments
If you’re an entrepreneur, you know the importance of saving money. Everyone should follow specific steps to save and maximize their assets before retirement. There are small things you can…
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Credit Card Cutback: Guaranteed Ways to Negotiate Lower Interest Rates and Pay Off Debt
by John Rampton • • 0 Comments
There is no doubt that we have a credit card problem. A survey by GoBankRates found that 30% of Americans have debt up to $5,000 on their credit cards, 15%…
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Lifestyle Creep: The Silent Financial Freedom Killer
by Taylor Sohns MBA, CIMA®, CFP® • • 0 Comments
The temptation to live beyond our means is stronger than ever. The relentless exposure to the “good life” and the rise of social media has normalized aspirational living, creating a…