Caution: Your expectations of stock market returns may be unrealistic
Expected stock returns and outcomes are constantly compared. Unrealistic and unmet expectations often lead to negative responses and consequences.
How to Retire Without a Mortgage After Refinancing
How to retire without a mortgage: Multiple mortgage refinances have left many retirees with an extended house payment they would rather not have.
How will the increasing national debt affect you?
How will the increasing national debt affect you? Inflation, higher taxes, interest rates, and the stability of currency are all questions.
Can you rollover a 401(k) to a Roth IRA?
Can you rollover a 401(k) to a Roth IRA? Understanding the rules and the character of your retirement money is important to make the best decision.
How much money do you need to retire?
How much money do you need to retire? Retirement can be the most significant financial transition of your life so your calculation has major implications.
Smart Tax Saving Strategies: 4 Key Habits
Taxes might be the biggest expense you pay over your lifetime. Smart tax saving strategies can ensure you pay less taxes over your life. In this post, I am…
Are bonds worth investing in?
Interest rates are at historic lows. As interest rates rise, this puts downward pressure on the value of bonds. Are bonds worth investing in?
Successful Investing Lessons from 2020
2020 has provided key lessons in how to be successful at investing. It’s a masterclass for those paying attention. Here are four key lessons.
California Prop. 19: May Affect Your Children
California's Proposition 19, passed in November, has dramatically changed how you can leave or give California real estate to your children.
4 Keys: Avoid letting fear and greed drive your decision-making
It is commonly said that fear and greed drive the stock market, but you should avoid letting fear and greed drive your decision-making.
Should you pay off your mortgage for retirement?
Because mortgage interest is generally tax-deductible and interest rates are currently low, some believe that a homeowner should extend a mortgage as long as…
The Essential Components of a Financial Plan
You need a financial plan to help you make the best decisions you can for today and ensure that’s the case tomorrow and the next day as well.
Is your family set up to succeed or fail?
9 out of 10 traditional inheritance plans will fail… That’s 90 percent — and most of them in the first generation.
Is your family set up to succeed or fail?
6 Keys To Create An Impactful Legacy