The 7 Best Questions to Ask a Financial Advisor in 2021

The 7 Best Questions to Ask a Financial Advisor in 2021

Today I’m sharing the best questions to ask a financial advisor in 2021. In fact, these are the exact questions I tell people to ask us when they are considering our firm. So if you’re tired of seeing the same questions to ask a financial advisor (“How often will I hear from you?”), you’ll really…
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Where to Put Your Money Now: A Step-by-Step Guide to Maximize Savings

Where to Put Your Money Now: A Step-by-Step Guide to Maximize Savings

Today I’m sharing where to put your money now (and in what order!). Following this step-by-step guide can lead to massive tax savings over your lifetime. It can also help protect you when the markets take a turn for the worst. The problem is there are so many ways to invest and save. It’s overwhelming….
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Charitable Giving Statistics for 2021

Charitable Giving Statistics for 2021

Today I’m sharing 80+ charitable giving statistics. In fact, Americans gave a record $471 billion to charities in 2020, according to Giving USA. This was a 5.1% increase in total giving over 2019. However, adjusted for inflation, it was only 3.8% more than 2019.  Even so, 2020 broke the record for charitable giving despite a…
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Identity Theft and Credit Card Fraud Statistics 2021

Identity Theft and Credit Card Fraud Statistics 2021

There were 4.8 million identity theft and credit card fraud reports to the Federal Trade Commission (FTC) in 2020, resulting in a $4.5 Billion total loss. This was a 45% increase over the number of cases and money lost in 2019. Who are all these victims, where do they live, and just what types of…
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11 Insanely Easy Ways to Save Money in 2021

11 Insanely Easy Ways to Save Money in 2021

Today I’m sharing simple tips for how to save money in 2021. Why? Because saving more money provides freedom, flexibility, and security. Saving money also allows you to leave a financial legacy for your loved ones. So if you want to learn 11 insanely easy ways to save more money this year (and beyond!), you’re…
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Annuitization Explained: What Does Annuitize Mean + Should You Do It?

Annuitization Explained: What Does Annuitize Mean + Should You Do It?

Today I’m explaining annuitization and what it means to annuitize a policy. Contrary to what many people think, annuities and annuitization are not the same. And confusing them can cause BIG problems for your retirement plan. So if you want to learn exactly what annuitization is and if you should annuitize, you’re going to love…
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Credit Freeze + Credit Scores: Everything You Need to Know

Credit Freeze + Credit Scores: Everything You Need to Know

Today we are breaking down credit scores and credit freezes. In fact, these are two of the most misunderstood retirement planning topics. So if you want to know exactly… What a credit score is and why it’s important How to (quickly!) improve your credit score Step-by-step how to process a credit freeze …then you’re going…
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Should I Sell My Stocks Now?

Should I Sell My Stocks Now?

Today I’m answering a timely reader question, “should I sell my stocks now?” The stock market has been skyrocketing for over a decade. In fact, the S&P 500 has returned 500+% since March 2009. So, should you sell stocks now? Maybe. If you want to learn how to prudently think about your investments and determine…
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