Category: Allgemein

Time to read: 3 min Wrap Up the Year: Financial Moves to Consider Before 2025 As the year winds down, it’s natural to start thinking about what’s next. But before you dive into new goals, it’s a smart idea to take a quick look at your finances and see if there are any moves you […]

Time to read: 5 min Believe it or not, most wealthy people haven’t found themselves in the top 5% because they’ve made one brilliant investment or earn seven-figures a year. In fact, many have similar incomes to others who have accumulated much less money over time. So if income alone isn’t an indicator of wealth, […]

Time to read: 3 min It’s fair to say that, for many Americans, a presidential election is a high-stress situation. From concerns over social issues, domestic and foreign policy, healthcare, and more, it’s understandable that many feel there is a great deal at stake. When you add in the 24-hour media cycle, vastly opposing ideologies, […]

Time to read: 3 min While the CPI is a crucial economic indicator, there’s a noticeable gap between what it reports and what people feel day to day. Let’s dive into this disconnect and what it means for you as a consumer and a financial planner. The CPI and Inflation: What Are They? The CPI, […]

Time to read: 4 Minutes Most financial advisor firms know how to leverage debt to their clients, however there are always benefits and risks to this. Using debt strategically involves leveraging borrowed funds to achieve specific financial goals or cover unexpected expenses. Taking a loan out on your 401(k) can be a strategic way to […]

Time to read: 5 Minutes As those 45 years and older start to think about the future, they often wonder how they compare to others their age and, more importantly, if they’re doing the right things to set themselves up for financial success and freedom in the future. If you’re one of those people, keep […]