5 Financial Lessons I Learned the Painful Way
Chances are, you’ve learned some painful financial lessons along your journey. Take it from me - the aftereffects can leave you feeling like a motorcyclist in shorts and flip flops who earned 30 ft. of road rash. Fortunately, stumbling doesn't mean the journey is over. And if you're perceptive,...
Investing in Precious Metals; Best Alternative Investments
In times of economic uncertainty, it can be useful to re-learn why precious metals remain to be one of the best alternative investment options. If you haven’t watched Mike Maloney’s series on the Hidden Secrets of Money, don't forget to bookmark this free resource. From learning about the...
Review Your Retirement Cash Flow with a Financial Planner
Here are five reasons why it's a good idea to review your retirement cash flow with a financial planner: Assess your current retirement plan: A financial planner can review your current retirement plan to ensure that it aligns with your financial goals and objectives. They can help you identify...
5 Simple Steps to Create a Budget
A budget is a plan for spending and saving money. It can help you track your income and expenses, and make informed financial decisions. There are many different ways to create a budget, but the following steps can help you get started. 1. Calculate your income and expenses. Start by logging into...
Should I leave my funds in a 401(k) or diversify to mitigate loss?
This week on Client Q&A, we dive into the topic of leaving your retirement funds in a 401(k) or diversifying to mitigate loss. Did you know? A 401(k) plan was never meant to be the primary vehicle for retirement savings. In fact, the 401(k) plan was developed post the Great Depression to get...
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