Helping pave the way towards financial freedom
Presidential election years bring a lot of uncertainty and stress to people. Anyone not living under a rock can see it in social media, on TV, or just overhearing conversations in public. In fact, during the 2016 election cycle, one study found that at least 50% of Americans were more stressed out because of the…
At the end of 2019, Congress passed the most significant retirement security legislation in more than a decade. Known as the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), this legislation went into effect on January 1, 2020, and impacts retirement and estate planning rules. Here are a few of my biggest takeaways…
Taxes are a hot topic these days. Various politicians are using their tax agenda to position themselves for the next Presidential election. We are learning about who pays them (almost half of Americans don’t pay a dime!), how should people be taxed going forward, and debating on what is a “fair system”. Paying tax is…
With 2020 on the horizon, this is the time of year when many companies open their “enrollment period” for their employees to change their benefit elections. Many of my clients are in this period right now, so lately I have been having a lot of these discussions. Of course, each employer varies on what types…
Football season is in full swing, and studies tell us that roughly 4 out of 10 people watch football on a regular basis. But how many of you see the parallels that the game of football has with your investing lives? If you think about it, football tells us a lot about life. Many aspects of…
Here are some things that I read recently that I wanted to share my thoughts on: Essentialism (Book Summary) (Sloww.com, by Kyle Kowalski) I just finished the audiobook titled Essentialism, authored by Greg McKeown. I recommend it to anyone who wants to get a better grip on their time and is looking to simplify things in their…
Here are some things that I read recently that I wanted to share my thoughts on: France Just Won the World Cup. Here’s How Much Their Players Get (Time.com, by Julia Glum) How many of us dream big (me!) and aspire to play in the World Cup? Or if you are already past your prime (like me)…
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Is Your Aging Parent Trusting The Wrong Financial Advisor? (Forbes, by Carolyn Rosenblatt) As part of my continuing education in the financial industry, we are often educated on the topic of elder abuse. In other words, advisors…
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: The stock market is officially in a correction… here’s what usually happens next (CNBC, by Evelyn Cheng) Recently we have seen a decent uptick in stock market volatility, and you may hear we are in “correction”…
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Is America Ready for a “No-Lose Lottery” (Freakonomics Radio, by Stephen Dubner) Sometimes when I listen to a podcast, I am so blown away by an idea that I can’t get it out of my mind. This…