News & Blog

Planning

Enough is Enough! When to Stop Working and Enjoy Retirement!

Retiring well and enjoying your golden years requires a lot more than just qualifying for Social Security. Social Security’s average retirement payment is only $1,503 a month, and that can leave a big gap between your monthly living expenses and the money that Social Security provides.

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Planning

Long-Term Care Insurance- Is It Worth the Hefty Cost?

The odds are that if you are approaching retirement, a question you keep asking yourself is how will you cover nursing home or home care expenses. Long-term care insurance helps you make sure that you can afford one of the largest expenses a retired person may face- without burdening your children or spending their inheritance when the time comes. Still, millions of Americans skip long-term care insurance because of the cost associated with the plans…

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Business

The 1% Rule – Helping You Knock Your First Rental Property Deal Out of the Park

Something is alluring about the idea of investment real estate. The notion that you can build equity in a property while getting a steady monthly check delivered directly to your bank account without needing to do much work is a powerful one. While most landlords find that real estate is not quite a passive investment option, many agree that it is a highly lucrative asset class that features unique tax advantages.

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Planning

Bonds – New Rules for Traditional Retirement Investments

2020 is the year of “out with the old, in with the new.” That is particularly true in the world of retirement planning. The old, canned advice was for retirees and people nearing retirement to gradually transition away from stocks and towards an increasingly bond-heavy portfolio.

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Business

International Markets

International investing means selecting global (non-U.S.) investment vehicles to include in your overall strategy to take advantage of a wider variety of investment opportunities and diversify your portfolio.

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