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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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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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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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