September 22, 2020
Social Security: Should I Take Benefits While Working?
Should I take my retirement benefits early in order to take advantage of the program, given the uncertain future of Social Security?
September 15, 2020
An Alternative to Budgeting: A Proven And Sustainable Framework for Success
As an Alternative to Budgeting, the Live, Give, Owe, Grow exercise puts you in control and can help you pursue financial success
September 9, 2020
Tesla Stock Splits & More: Cut Through The Noise
Welcome to our first episode of Cut Through the Noise, where Anthony Saffer and Alex Okugawa tackle the hottest topics in financial markets and life.
September 1, 2020
How Do Low Interest Rates Affect Retirement?
Interest rates have an impact, especially when we're talking about retirement planning, thus having the right plan is essential.
August 25, 2020
What Does a Stock Market “All Time High” NOT Mean?
With the market at an all-time high, knowing what this does not mean is vitally important. Here are 3 things to consider:
August 18, 2020
Sitting in Cash: Should I Wait Out the Election?
Sitting in cash cash can backfire and it becomes addictive. It also requires you to answer a big question: When do I get back in?
July 9, 2020
Real Estate vs. Stocks: Which is better?
Here are the "Pros and Con"s of real estate and stock investing and how to invest in order to grow your wealth and generate income down the road.
July 8, 2020
Second Quarter 2020 Investment Market Review
Recessions understandably trigger worries over how markets might perform. See the Second Quarter 2020 Investment Market Review.
March 30, 2020
4 Ways to Be Successful During Difficult Times
Looking at life through a historical lens, here is the truth: We will get through this.
March 7, 2020
Coronavirus and the Stock Market
The stock market has dropped swiftly attributed to concerns over the spread of the Coronavirus (Covid-19).
February 28, 2020
The Challenge of Successfully Investing in a Pandemic
Over the recent week, the stock market has dropped swiftly attributed to concerns over the spread of the Coronavirus (Covid-19)....
November 26, 2019
How Charitable Stacking Can Benefit You
All too often we find people with charitable hearts losing out on thousands of dollars each year. Careful planning is required to maximize your giving and tax…
How Much Do I Need to Retire?
Get your free retirement readiness report to find out!
Is your family set up to succeed or fail?
6 Keys To Create An Impactful Legacy