The stock market is expected to be down another 2% today. Do these 4 things before you decide to buy or sell. I’m sure you’ve heard “Buy the dip” a million times in the past 5 years. As a wealth advisor, I know I have! Investors have become increasingly smart
Early in my career as a financial advisor, clients would often ask me:“What number do I need to retire?” They believed that hitting a certain financial milestone was the key to freedom. And for a long time, I believed it too. I’d run the calculations, project the returns, and set
Why Converting Your Home into a Rental May Be a Bad Idea: Many homeowners, when moving out of their primary residence, consider turning it into a rental property instead of selling it. On the surface, this may seem like a great idea, especially in high-appreciation markets. However, there are several
Most people who fail don’t fail because they don’t try, it is usually because they don’t have the right system to create success. Success is intentional and so it is no surprise to learn financial security doesn’t happen by accident; it requires planning and intentionality. Whether you aim to pay
As a business owner, you’ve worked hard to build your wealth. When it’s time to plan for the future, one question many of my clients ask is: “Can I charge my estate planning fees to my business?” It’s a smart question. After all, why not have your business cover these
I love golf. But every day for the rest of my life? No chance. Thousands of people fall into the same trap when they retire: they assume that more leisure, more golf, more travel, more relaxation, is the key to a happy retirement. But after working with hundreds of retirees,
Starting in 2025, retirement savers in their early 60s will have an exciting new opportunity to boost their savings. Thanks to the Secure Act 2.0, individuals aged 60 to 63 will be eligible for increased catch-up contributions—what’s now being called the “super” catch-up contribution. This change aims to help older
Selling a business is often one of the most significant decisions a business owner will make, representing the culmination of years, if not decades, of hard work. However, this complex process is fraught with potential pitfalls, and even the most experienced business owners can make costly mistakes if they aren’t
