Everyone is unique, and that is why we often pay more for goods and services that feel catered to our specific wants and needs. For instance, as a taller man with specific clothing needs, I would pay much more for a tailored outfit that I know will fit than clothes...
It’s a seductive pitch: “Invest like the ultra-rich!” Advertisements and financial gurus often dangle the allure of exclusive investment strategies favored by billionaires – private equity, hedge funds, and leveraged real estate – as the key to...
Financial markets exhibit inherent volatility, characterized by growth periods and occasional downturns, with market corrections being a common occurrence. Today, I aim to clarify market corrections, differentiate them from other market events, and offer some...
When it comes to financial planning, we are often trying to determine the most efficient way to reach our financial goals. Goals to retire on time, maintain our preferred standard of living, and care for those we love along the way. All of us have to make tough...
Do you manage your own finances or use a ‘financial advisor’? Understanding the full capabilities of a financial planner is crucial. Why? Because while advisor fees may seem similar, the level of service can vary significantly. We can help you build a...
Case Study: The Impact of Roth Conversions on a Retiree taking Social Security Susan’s Client Profile Susan is a 68-year-old woman enjoying a comfortable retirement supported by $3,000 monthly Social Security benefits, $1,000 in pension income, and approximately...
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