In today’s complex financial landscape, high net worth individuals face unique challenges and opportunities when it comes to managing their wealth. These individuals require specialized solutions that address their specific needs and goals. Wealth management services tailored for high net worth individuals can help navigate the complexities of wealth preservation, investment management, estate planning, and […]
Investing one’s wealth may seem like a daunting task, but with the right guidance from leading wealth managers, it can be a path to success. In this article, we will explore the strategies advised by these experts that can help individuals make informed investment decisions. By understanding the basics of wealth management and decoding the […]
In my article The Big Simple Secret to Saving More, I revealed a secret way to save more. The big secret…automate savings. It may sound simple, but I also wanted to follow up and talk about the “how” part of savings automation. So here are a few helpful ways to automate and ultimately save more moolah: […]
If you’ve ever called me and reached my voice mail, you know I love to record funny financial quotes. I hate boring voice mail messages so I try to spice mine up a bit! Here are some of my all-time favorites: 1. The income tax has made more liars out of the American people than […]
Well with half of 2012 over, the economy didn’t really improve or get that much worse. You can’t argue that we are in full recover, nor sliding down the tubes to another recession. It really is quite frustrating. Very recently, most of the economic news has not been positive. So here’s a recap of the […]
In the wake of economic downturns, it’s natural to focus on the challenges and hardships they bring. However, amidst the struggles, there are often hidden lessons and silver linings that emerge. As we reflect on past recessions, it’s worth exploring what we may miss about those difficult times and the valuable insights they impart. Emphasis […]
In the world of retirement planning, there’s a golden rule that every savvy investor knows: never leave money on the table. And when it comes to your employer-sponsored 401(k) plan, that rule couldn’t be more relevant. Maximizing Your Benefits Your 401(k) plan isn’t just a retirement savings account – it’s a powerful wealth-building tool that […]
Most investors own bonds in their portfolios. We buy them for safety and to diversify our portfolios. More and more we are starting to hear about rising interest rates. Some of you may be wondering what will happen to my bonds when interest rates go up? The answer is pretty simple. It doesn’t matter if they […]
Irregular income can be a real roller coaster! Especially if your are self-employed. I’ll admit, that uneven paycheck ride sickened me a few times in the early years of running my business. If you’re self-employed then you likely have irregular income. Let’s face it, budgeting sucks. So here are a few creative ideas on budgeting when […]
Maybe you’re thinking, “I’m not too good with money, how can I teach my kids?” That’s a good question. You may not be good with money yourself, but you do know some basics that you’ve heard again and again. I’m going to share a list of good financial habits to instill in your kids and yourself. Here is […]