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Row the boat to build wealth
Rowing a boat is not easy. We must keep the oars in the water, learn from the past, keep moving forward in the right direction and have a plan. Over time, the destination will be reached. While building wealth, it is important to define the destination or financial dreams.
Social Security Considerations: Spousal and Survivor Benefits
Strategies for married couples used to be complex, but those have been phased-out for anyone born on or after Jan. 2, 1954. However, there are still some strategies to consider.
The Dominoes are Wobbling – A Technical Recession
The first two months of the year showed signs of economic improvement. However, this recession will not be caused by the typical factors: economic imbalances, excess, inflation and increasing interest rates. It will be caused by “black swans”, or shocks.
Is it possible to get an education without debt?
Education is society’s silver bullet. Not only does it make us better as a whole, but it makes us better employees and business owners and it can lift people out of poverty. But what is the purpose of education? And is it for everyone?
What It Takes to Be an Equity Investor
Ironically, eleven years to the day that the stock market bottomed at the crescendo of the 2008-2009 financial crisis, we’re on the precipice of another bear market.
Is now the time to invest in your business?
For business owners, the last few years have seen shifting trends, opportunities and challenges — from tax law changes and increased M&A activity, to technology advances and low unemployment. These changes impact how, and if, owners decide to reinvest in the company.
Top secrets to landing a higher job offer
When executives interview, it’s imperative to go in knowing what they want as a salary as well as having plenty of proof they are worth it. Many go in without this and it costs them dearly. Here are top secrets to getting a higher job offer that executives should follow.
The Epiphany of Yield on Cost
Ultimately, the retirement income puzzle is one of trajectory, with wildly divergent—and consequential — outcomes.
Irrational exuberance is taking over the stock market
Irrational exuberance is a state of mania when stocks increase regardless of deteriorating fundamentals or uncertainty. When this happens, greed, overconfidence, and fear of missing out takes over the mind of investors. What can investors do when irrational exuberance takes over the stock market?
Investment Risk: As in life, courage pays off
Ultimately, the real key to successful investing is to have the courage to buy regularly – even when others are fearful and hold your investments for a long time. History has proven that upping one's comfort in investing pays off, over time.
How emotions play a role in managing your money
While money isn’t everything, it’s important to keep savings and spending in line with your individual financial goals. To better separate your emotions from your money, here are four steps to help you become more confident and less stressed about your financial future.
A Break-Even Analysis of Social Security Considerations
Our analysis for determining the right strategy for clients considers the following factors: 1) break-even analysis, 2) portfolio withdrawal needs, 3) earnings test and 4) planning for married couples. For this article, we will be focusing on break-even analysis.
