Shocking Study Reveals 5% Value From Working With A Financial Advisor
How valuable is a great financial advisor? A new study from Russell Investments puts a number to it.
Fabulous Millennials: How Many Millions for Retirement?
Millennial Retirement: How many Millions will you need? Millennials Seeking Millions. According to a recent article in USA Today, older Millennials (DOBs in the 80s) might need to save $1.8 million for retirement, while inflation-plagued younger Millennials (DOBs in the …
3 Investing Mistakes to Avoid; To Avoid Losing A Bundle!
Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …
How to Find Your Financial Independence Level
What is you level of financial independence. What you need to know to have financial freedom and retire early.
How To Get The Huge Tax Savings From The Rich Person’s Pension
You don’t need to drive a pink rolls royce to benefit from The Rich Persons Pension, but you you do need to be a high income business owner.
First Million is the Hardest How to Build A Million Dollar Net Worth
So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.
10 Great Reasons to Ignore Retirement Planning
More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.
How Love And Marriage Will Change The Perfect LGBT Retirement.
With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.
Fiduciary Financial Advice Does it Really Matter? + Video
For Fiduciary Financial Advice, yes it does really matter if your financial professional is acting as a Fiduciary. Financial advice will be changing with the coming Fiduciary Rules from the Department of Labor. UPDATE: Donald Trump has just signed an …
Golden Girls Retirement Plan: Part 1
The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much-needed help over a few financial planning hurdles for the LGBTQI community? Living like the …
How To Lower Your Small Business Taxes With a Solo 401(k)
It isn’t how much you make but how much you keep. How the Solo 401(k) can help business owners slash their tax bills in 2021.
Apple Stock For Apple Employees: How To Maximize Employee Stock Options
If you are an Apple employee and do a good job, you will likely own way too much Apple stock as your career progresses. Good problem to have, right? I mean, Apple stock has performed amazingly well over the past …
