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Asset allocation and rebalancing are important concepts for your retirement portfolio. Here are some best practices....
No one wants to come across as Scrooge during the holidays, but without managing holiday gift expectations, many people wind up saying, “Bah Humbug!” When we fail to manage holiday gift ex...
James walks through a framework of how you ensure that your legacy goals include more than just leaving a chunk of money to your kids when you're gone. He explains the key concepts that can help your ...
How it Makes Sense to Sell Real Estate in the US and Buy or Rent Real Estate in Mexico...
How to know when it is time to take your portfolio off autopilot...
It's never too early to start saving for retirement. Here are retirement investment basics, including different account types and portfolio management strategies....
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Financially Prepare for Family Car...
If you’re trying to find information from your prior years’ tax returns and you don’t have the old forms (who has the space to keep all that!?), you have a few options available to y...
Ask yourself the right questions to tell whether you’re ready to close the chapter on your career...
Getting there won't be easy, but you have some options for how to get there....
Achieve a secure retirement that leaves behind an estate and legacy....
There are a lot of DIYers out there. If you are one of them, you need to make sure you have your own WRITTEN financial plan. I have yet to meet anyone who really does. Many people have told me this is...
Whether it’s through credit cards or retail store programs, Canadians use loyalty rewards to earn discounts on everything from travel to groceries to gasoline. Sometimes, you can earn bonus poin...
In the prior week’s we’ve been talking all about budgeting and managing cash flow. This is difficult enough with a fixed regular income. This week, we’re going to address those of yo...
This was originally written in Sept 2021, it has since been updated as we’ve learned and experienced more. The main thing we’ve learned as our kids have aged? The strategies in this post w...
You’re a new landlord, or thinking about becoming one. How do you maintain a rental property? Look, I am not handy. Even if I was handy, fixing things was not part of my business model. I was co...
You’ve decided you want to be a landlord. Great! Now, how do you decide what rent to charge? Determine market value The easiest way to determine what rent to charge is to observe the market. Loo...
With money market interest rates so high, every day you delay closing escrow is one more day of free interest income. You could feasibly extend your escrow period so long that the extra interest incom...
Binge buying is a serious problem that can affect sufferers’ moods, relationships, quality of life and financial security, but it can be treated...
Bank of America's Ben Storey knows how many future retirees forget to plan for healthcare costs. Here's how financial advisors can help....
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How To Live An Abundant Life. Summary: [...
Last week we discussed how to understand your monthly budget, your cash flow, and how to automate your savings. We started out with what is usually considered to be the most boring part of managing yo...
I have to start taking RMD's next year. I am currently working part-time. I am thinking of stopping work Jan 1 or shortly thereafter. I have always handled my own taxes and finances, but I think it's ...
November is approaching us and you know that means… It’s employee benefit election time (for most people). The average person skips through their benefits and picks everything in just a c...
Well as the title said I’m F49. I’ve never been married and I don’t have any children. I do not own a house and have about $2000 in my checking account. I make about $58K a year. I&r...
Here's how to retire at age 65 with nothing in your savings account....
With last week's Hamas terrorist attack and the swift response by the Israeli government, war has once again taken over the global conversation. While the financial costs of war pale in comparison to ...
By Joe Dyton, WCI Contributor “Real estate is a great investment” is a common refrain in financial circles. The fact is that it certainly can be, but there’s more to real estate inve...
The mortgage interest deduction is a positive benefit for homeowners. This itemized deduction allows homeowners to subtract mortgage interest from their taxable income, thereby lowering the amount of ...
Here's how to make your retirement dollars last as long as you do....
Now that the Supreme Court has outlawed affirmative action in college admissions, it's time to look at the next layer of affirmative action: getting a job based on identity versus merit. This is the d...
An integrated approach of investments and annuities could provide you with more retirement income in addition to protection against inflation and late-in-life expenses....
So, money can’t buy happiness—at least beyond daily necessities—but it sure can help. Here are 7 ways that you can directly invest in your happiness....
Hi I was using the SS calculator and entered that i would like to collect 5 months past my last birthday. My birthday is at the end of a month. So would I collect at the beginning of the 5th month or ...
With $1.65 trillion in assets floating around in close to 30 million forgotten or…...
Medical bills can be a huge expense for retirees. Learn how much health care can cost for those in retirement and how to plan for it....
Do you want to own your own home, but find the idea of saving for it overwhelming? Well, you're not alone. For most people, buying a home will be the biggest financial decision of their lives, so it m...
What if I told you that there was a way for you to spend more money in retirement without increasing your risk of going broke? Would you be interested? Well, the good news is that you can. The bad new...
If building wealth is hard, building generational wealth is even harder. Generational wealth refers to accumulated assets and resources that can be passed down from one generation to the next. Whether...
Everything you need to know to retire confidently and on time....
When Silicon Valley Bank (SVB) experienced a bank run and was abruptly closed and taken over by the Federal Deposit ... Read more...
Recently, I temporarily went broke because I improperly managed my private investment capital calls. Because this happened, I thought I’d discuss some straightforward solutions to ensure you alw...
A $10,000 investment can jolt any retirement savings plan back to life....
Registered Retirement Savings Plans (RRSPs) are one of the most significant retirement planning tools for Canadians. There are a number of ways to put your RRSP money to work during retirement, but th...
The best way to avoid expensive mistakes is to be informed of potential passport pitfalls well before taking a trip. Here are a few things you need to know....
When it comes to preparedness, we tend to focus on preparing for our financial futures. Unfortunately, this often includes providing our readers with tips for avoiding becoming the victim of cybercrim...
Im hoping to get some clarity on deciding. The usual advice i see is if you think youll be in higher tax bracket in retirement then go roth, if same tax bracket it doesn't matter and if lower tax brac...
Sadly, Silicon Valley Bank (SVB, $SIVB), the 16th largest bank in America at the end of 2022, experienced a bank run. Now the contagion has spread to other regional banks such as First Republic Bank, ...
I'm hoping I can get some insight on how to handle this. I was a Connecticut teacher for 6 years, so have accumulated a bit of retirement through the CT Teachers Retirement Board (TRB). Just last year...
Once the worst of the pandemic passed, some of us turned from being savers to spenders — setting ourselves up for potential disaster....