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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…
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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…
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Today I’m sharing everything you need to know about Per Stirpes. In fact, this confusing Latin word recently saved our client from sending over $500,000 to the wrong beneficiary. (And she didn’t need an attorney…
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In this article, I’m sharing 50+ identify theft and credit card statistics (updated for 2022!). There were 4.8 million identity theft and credit card fraud reports to the Federal Trade Commission (FTC) in 2020, resulting…
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Today I’m sharing simple tips for how to save money in 2022. Why? Because saving more money provides freedom, flexibility, and security. Saving money also allows you to leave a financial legacy for your loved…
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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,…
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Today I’m talking about the best investment benchmark…inflation! Why? Inflation reduces the value of your hard-earned money every day. In other words, one dollar today, is not worth one dollar tomorrow. By stuffing your money…
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We recently helped a client with an exciting life transition. Let’s call her Jane. After decades of hard work, Jane sold her company and went from maxing out credit cards to having life-changing wealth. Wanting…
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