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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Why Inflation is the Best Investment Benchmark

Why Inflation is the Best Investment Benchmark

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 under the mattress (or in a savings account earning 0.001%), you are guaranteeing a negative real return. Since inflation is…
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Is What I Tell My Financial Advisor Confidential?

Is What I Tell My Financial Advisor Confidential?

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 to be smart with this newfound wealth, she came to us for help to ensure she was making the best…
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Disability Insurance Defined: The #1 Reason You Need It (In Plain English)

Disability Insurance Defined: The #1 Reason You Need It (In Plain English)

This guide has everything you need to know about disability insurance. Specifically, I’m sharing a simple definition of disability insurance, who needs it, how to avoid a gap in coverage, and more. So if you want to protect your income and save money, you’re going to enjoy today’s post. Before I define disability insurance, let me…
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Portfolio Rebalancing: What Is It + The Top 4 Benefits

Portfolio Rebalancing: What Is It + The Top 4 Benefits

Today I’m sharing what portfolio rebalancing is, when to implement it, and why it’s so beneficial. Market ups and downs make it difficult to know when to make adjustments…and when to leave everything alone. But creating a systematic rebalancing plan can help. So if you want to learn how to invest smarter without working harder,…
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How to Buy International Stocks and Why They Are Important

How to Buy International Stocks and Why They Are Important

Today I’m going to share how to buy international stocks. I’m also going to share why most investors should have them in their portfolio. In fact, a basic allocation to international stocks can save you from a major investing pitfall. So if you want to improve your retirement portfolio, you’ll love this simple breakdown for…
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The 7 Most Important Types of Insurance (+ Free PDF Checklists!)

The 7 Most Important Types of Insurance (+ Free PDF Checklists!)

Today I’m sharing a step-by-step guide to attacking your insurance policies. In fact, knowing what insurance to tackle first, second, third, etc, can help you maximize coverage and save money. So if you’re ready to optimize your insurance policies and take action, today’s post is for you. First, grab our free insurance checklists and workflows: …
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Long-Term Care Insurance: Defined

Long-Term Care Insurance: Defined

When it comes to issues that have the potential to drain your nest egg, healthcare is usually at the top. But healthcare includes more than just paying for health insurance. You also have to consider how you might pay for long-term care one day, even if your health seems fine right now. Nobody wants to…
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