Not all financial advice is created equal. But most consumers don’t know that. 😞 You might want to ask yourself, do I want my financial advice coming from a fiduciary, someone bound by law (not hopes, dreams or a prayer) to put my interests first? Subscribe to my newsletter. I say 𝑯𝒆𝒍𝒍 𝒀𝒆𝒂𝒉! And you should get it in writing,
How to protect your kids from Reddit, Robinhood, and other social media sites encouraging reckless trading. Subscribe to my newsletter. Online trading has become riskier. Teach them how to protect themselves. It has become society’s newest form of gambling for young adults in our society. This is in part due to the rise of commission-free trading by brokerages, as
He What? Died? Now What Do I Say? In a pandemic and pretty much in life, people are dealing with grief at some level every single day. Death, divorce, loss of a job and lately, the death of the life as we once knew it pre-COVID. Subscribe to my newsletter. Recently, I ran into the mom of my son’s elementary
Subscribe to my newsletter. Many of these 2020 tax-saving strategies expire December 31st. Year-end is the perfect time to do tax planning. And what a tax year 2020 has been! In this blog, I talk about urgent 2020 tax-saving strategies that can still be taken advantage of before the New Year’s ball drops. COVID-19 Related Distributions and Retirement Plan Loans
Retirement Can Be Scary Forget about presidential elections and Halloween. Retirement can be scary. Overcoming fears related to retirement and your money takes courage. You can download a self-help course called ” Courage, Risks and Rewards” to help to overcome your fears. Go to my home page and click on the BIG purple/pink button to get your copy. Follow me
Subscribe to my newsletter. There is the obvious advice that certainly you’ve heard again and again. Set clear and realistic long-term goals. Keep investing regardless of market fluctuations. Diversify, don’t put all your eggs in one basket. Select quality low-cost globally diversified investments. Seek out a fiduciary professional to support the financial side of your life. All great advice, especially
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