Are The Rate Hikes Over?
On Wednesday, March 22, 2023, the Federal Reserve implemented a quarter percentage point interest rate increase. This recent rise is a...
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john57252
- Feb 24
- 4 min
Lifestyle Inflation. Is It Limiting Your Wealth Potential?
You've probably heard the adage "more money, more problems." While this saying sounds humorous, there may be more truth to it than you...
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john57252
- Feb 16
- 5 min
Don't Let These 6 Poor Habits Ruin Your Financial Success in 2023
As we settle into the rhythm of the new year, now is an excellent opportunity to consider your financial habits. Some financial decisions...
120 views0 comments
john57252
- Jan 27
- 3 min
Most Popular Retirement Plan Options Explained
Retirement planning is an integral part of life, and a solid plan can help you build your nest egg so that you’re prepared for the...
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john57252
- Jan 20
- 4 min
Psychological Adjustment to Retirement
If you're like most people, you're looking forward to the day you retire. Thinking about spending more time traveling, with loved ones...
104 views0 comments
john57252
- Jan 13
- 4 min
How Do You Assess Your Financial Health?
When was the last time you visited the doctor? When you went, you were likely getting some form of check-up. This is how we take care of...
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john57252
- Dec 30, 2022
- 3 min
Yearly Financial Predictions Are Rarely What They Seem
It's nearly the beginning of a new year, and you know what that means! All of the financial "experts" are making forecasts for 2023. We...
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john57252
- Dec 2, 2022
- 4 min
12 Money-Saving Christmas Tips
This is the most joyful moment of the year, despite having a year with increased prices for goods. This can make individuals more...
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john57252
- Oct 21, 2022
- 3 min
5 Investing Mistakes You Need To Avoid
You've probably heard that learning from the best is always the ideal route. However, it can also be beneficial to learn from the worst,...
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john57252
- Oct 14, 2022
- 5 min
Top Year-End Money Moves You Need To Know
The majority of individuals are getting ready for traveling, gift-giving, and finishing up work responsibilities. However, a few critical...
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john57252
- Sep 16, 2022
- 4 min
4 Ways to Earn More Money Than With A Savings Account
When it comes to generating money on your savings, it may appear that placing your funds in a standard savings account with a small...
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john57252
- Sep 9, 2022
- 4 min
Why Some People Choose to Never Retire
Older employees are the fastest-growing section of the labor market in the United States. According to the Bureau of Labor Statistics,...
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john57252
- Sep 2, 2022
- 4 min
Tax-Free Annuity Exchange: What You Need to Know.
Did you purchase an annuity and discover it wasn’t what you wanted? Don't worry just yet. You may be able to exchange the annuity for a...
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john57252
- Aug 19, 2022
- 3 min
Be Wary of Who Gives You Financial Advice
Here’s a threat to your financial wellbeing you may not think about: receiving bad financial advice from those closest to you. We often...
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john57252
- Aug 12, 2022
- 4 min
Most Common Financial Issues During A Divorce
Divorce is psychologically, physically, and, yes, financially difficult. You and your soon-to-be ex-partner will be compelled to make and...
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john57252
- Jul 22, 2022
- 3 min
Understanding and Planning Your Required Minimum Distributions
A required minimum distribution (RMD) is the quantity of funds that owners and eligible retirement plan participants of retirement age...
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john57252
- Jul 15, 2022
- 3 min
Financial Habits of the Everyday Millionaire
Most of us have worked hard and saved to amass our financial assets. Similarly, many of the world's wealthiest individuals acquired their...
39 views0 comments
john57252
- Jul 8, 2022
- 3 min
Inverted Yield Curve: What You Need to Know
The yield curve is the connection between the short and long-term interest rates of US Treasury fixed-income securities. When short-term...
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john57252
- Jul 1, 2022
- 3 min
What's the Magic Number I Need to Retire?
Two questions that loom large as retirement approaches are, “Am I on track?” and “How much money will I need?”. There are many methods...
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john57252
- Jun 24, 2022
- 4 min
What Should I Do With My Inheritance?
Over the next 10 years, it is estimated that over $13 trillion dollars will pass to younger generations. This is an unprecedented amount...
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john57252
- Jun 17, 2022
- 4 min
Hit Back Against Inflation
Inflation can be a fierce enemy against any budget. In a healthy year, it reduces your purchasing power by 2% to 3%. However, these days,...
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john57252
- Jun 10, 2022
- 4 min
5 Tips For Vacationing on A Budget
Vacation planning is considerably easier than it used to be, due largely to the internet. After all, locating a hotel, airline, or dinner...
41 views0 comments
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