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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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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…
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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…
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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…
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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…
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